# Foliage Financial

> Foliage Financial is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 335253
- Filed as: FOLIAGE FINANCIAL
- Legal name: Foliage Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335253
- AdvisorCensus page: https://advisorcensus.com/firm/foliage-financial-335253

## Quick answers

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

**Is Foliage Financial registered with the SEC or a state?**
Foliage Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335253.

**How much does Foliage Financial manage?**
Foliage Financial reports $5,963,143 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (3% discretionary).

**What types of clients does Foliage Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Foliage Financial 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/335253

**What changed in Foliage Financial's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $5,963,143.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,963,143
- Discretionary: $181,995
- Non-discretionary: $5,781,148

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $5,963,143 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foliagefin.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $5,963,143.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foliage Financial (CRD 335253): Form ADV filing data as of October 2026.