# Folse Financial

> Folse 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 January 7, 2026.

- CRD: 336470
- Filed as: FOLSE FINANCIAL
- Legal name: Folse Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336470
- AdvisorCensus page: https://advisorcensus.com/firm/folse-financial-336470

## Quick answers

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

**Is Folse Financial registered with the SEC or a state?**
Folse Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336470.

**How much does Folse Financial manage?**
Folse Financial reports $1,426,662 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Folse Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (1); corporations or other businesses not listed above (1).

**Does Folse 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/336470

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,426,662
- Discretionary: $1,426,662
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,426,662 |
| High net worth individuals | 1 | $0 |
| Corporations or other businesses not listed above | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

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

### Websites listed on Form ADV (Item 1.I)
- folse.financial
- Facebook @FolseFinancialPlanning
- Instagram @folsefinancial
- LinkedIn @folse-financial
- LinkedIn @cameronfolse

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Folse Financial (CRD 336470): Form ADV filing data as of October 2026.