# Flowrate Financial, LLC

> Flowrate Financial, LLC is a state-registered investment advisory firm in Mount Pleasant, SC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 328235
- Filed as: FLOWRATE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328235
- AdvisorCensus page: https://advisorcensus.com/firm/flowrate-financial-llc-mount-pleasant-sc-328235

## Quick answers

**How is Flowrate Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Flowrate Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Flowrate Financial, LLC located?**
Flowrate Financial, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Flowrate Financial, LLC registered with the SEC or a state?**
Flowrate Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328235.

**How much does Flowrate Financial, LLC manage?**
Flowrate Financial, LLC reports $8,545,673 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Flowrate Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (2).

**Does Flowrate Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328235

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,545,673
- Discretionary: $8,545,673
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $928,073 |
| High net worth individuals | 2 | $7,617,600 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flowratefinancial.com
- LinkedIn @ross-chawansky-182012158
- YouTube @FlowrateFinancialLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flowrate Financial, LLC (CRD 328235): Form ADV filing data as of October 2026.