# Fresh Bread Investments, LLC

> Fresh Bread Investments, LLC is a state-registered investment advisory firm in Weston, FL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 319251
- Filed as: FRESH BREAD INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Weston, FL
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319251
- AdvisorCensus page: https://advisorcensus.com/firm/fresh-bread-investments-llc-weston-fl-319251

## Quick answers

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

**Where is Fresh Bread Investments, LLC located?**
Fresh Bread Investments, LLC's principal office is in Weston, FL, according to its Form ADV.

**Is Fresh Bread Investments, LLC registered with the SEC or a state?**
Fresh Bread Investments, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319251.

**How much does Fresh Bread Investments, LLC manage?**
Fresh Bread Investments, LLC reports $39,328,542 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (93% discretionary).

**What types of clients does Fresh Bread Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (10); corporations or other businesses not listed above (2).

**Does Fresh Bread Investments, 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/319251

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $39,328,542
- Discretionary: $36,396,102
- Non-discretionary: $2,932,440

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,125,600 |
| High net worth individuals | 10 | $15,751,192 |
| 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 | 2 | $20,451,750 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freshbreadinvest.com
- Facebook @FRESHBREADINVEST
- LinkedIn @fresh-bread-investments-llc
- LinkedIn @tyler-ares-65507b20
- X @FreshBreadRIA
- X @TylerJordanAres

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fresh Bread Investments, LLC (CRD 319251): Form ADV filing data as of October 2026.