# George Financial Services

> George Financial Services is a state-registered investment advisory firm in Canton, OH, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 319091
- Filed as: GEORGE FINANCIAL SERVICES
- Legal name: George Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canton, OH
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319091
- AdvisorCensus page: https://advisorcensus.com/firm/george-financial-services-canton-oh-319091

## Quick answers

**How is George Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), George Financial Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is George Financial Services located?**
George Financial Services' principal office is in Canton, OH, according to its Form ADV.

**Is George Financial Services registered with the SEC or a state?**
George Financial Services is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319091.

**How much does George Financial Services manage?**
George Financial Services reports $20,023,744 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (92% discretionary).

**What types of clients does George Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175).

**Does George Financial Services 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/319091

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,023,744
- Discretionary: $18,466,324
- Non-discretionary: $1,557,420

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $17,273,744 |
| High net worth individuals | Fewer than 5 | $2,750,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. George Financial Services (CRD 319091): Form ADV filing data as of October 2026.