# Folmar Advisory, LLC

> Folmar Advisory, LLC is a state-registered investment advisory firm in Southfield, MI, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated March 4, 2026.

- CRD: 141240
- Filed as: FOLMAR ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141240
- AdvisorCensus page: https://advisorcensus.com/firm/folmar-advisory-llc-southfield-mi-141240

## Quick answers

**How is Folmar Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Folmar Advisory, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Folmar Advisory, LLC located?**
Folmar Advisory, LLC's principal office is in Southfield, MI, according to its Form ADV.

**Is Folmar Advisory, LLC registered with the SEC or a state?**
Folmar Advisory, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141240.

**Does Folmar Advisory, 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/141240

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Folmar Advisory, LLC (CRD 141240): Form ADV filing data as of October 2026.