# Gompert Financial

> Gompert Financial is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 153780
- Filed as: GOMPERT FINANCIAL
- Legal name: Gompert, Myron REX
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nebraska
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153780
- AdvisorCensus page: https://advisorcensus.com/firm/gompert-financial-153780

## Quick answers

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

**Is Gompert Financial registered with the SEC or a state?**
Gompert Financial is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153780.

**How much does Gompert Financial manage?**
Gompert Financial reports $7,353,233 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Gompert Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Gompert 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/153780

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,353,233
- Discretionary: $7,353,233
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $7,353,233 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gompert Financial (CRD 153780): Form ADV filing data as of October 2026.