# Fyvie Financial LLC

> Fyvie Financial LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309375
- Filed as: FYVIE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nebraska
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309375
- AdvisorCensus page: https://advisorcensus.com/firm/fyvie-financial-llc-309375

## Quick answers

**How is Fyvie Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fyvie Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Fyvie Financial LLC registered with the SEC or a state?**
Fyvie Financial LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 309375.

**How much does Fyvie Financial LLC manage?**
Fyvie Financial LLC reports $15,858,896 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Fyvie Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77).

**Does Fyvie Financial 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/309375

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,858,896
- Discretionary: $15,858,896
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $15,858,896 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fyviefinancial.com
- Facebook @fyviefinancial
- Instagram @fyviefinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fyvie Financial LLC (CRD 309375): Form ADV filing data as of October 2026.