# Fourth Dimension Financial Group

> Fourth Dimension Financial Group is a state-registered investment advisory firm in Perrysburg, OH, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 2, 2026.

- CRD: 156733
- Filed as: FOURTH DIMENSION FINANCIAL GROUP
- Legal name: Fourth Dimension Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Perrysburg, OH
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156733
- AdvisorCensus page: https://advisorcensus.com/firm/fourth-dimension-financial-group-perrysburg-oh-156733

## Quick answers

**How is Fourth Dimension Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fourth Dimension Financial Group 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.

**Where is Fourth Dimension Financial Group located?**
Fourth Dimension Financial Group's principal office is in Perrysburg, OH, according to its Form ADV.

**Is Fourth Dimension Financial Group registered with the SEC or a state?**
Fourth Dimension Financial Group is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156733.

**What types of clients does Fourth Dimension Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Fourth Dimension Financial Group 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/156733

## 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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $0 |
| High net worth individuals | 15 | $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) | 2 | $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
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fourth Dimension Financial Group (CRD 156733): Form ADV filing data as of October 2026.