# Greenleaf Financial Network, LLC

> Greenleaf Financial Network, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 284165
- Filed as: GREENLEAF FINANCIAL NETWORK, LLC
- Also doing business as: BRIGANDINE CAPITAL, FEENEY FINANCIAL, PLANNERS FOR FINANCIAL SUCCESS, R.D. SHAARA INSURANCE AND INVESTMENTS, REALS & ASSOCIATES, THE YUCCA GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284165
- AdvisorCensus page: https://advisorcensus.com/firm/greenleaf-financial-network-llc-284165

## Quick answers

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

**How much does Greenleaf Financial Network, LLC charge?**
Its Form ADV Part 2A brochure dated May 29, 2026 states: Hourly rate: up to $250 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Greenleaf Financial Network, LLC registered with the SEC or a state?**
Greenleaf Financial Network, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 284165.

**How much does Greenleaf Financial Network, LLC manage?**
Greenleaf Financial Network, LLC reports $123,695,747 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does Greenleaf Financial Network, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (39).

**Which custodians does Greenleaf Financial Network, LLC use?**
Greenleaf Financial Network, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Greenleaf Financial Network, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284165

**Does Greenleaf Financial Network, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 29, 2026 says: "There is no account minimum for any of GFN ’s services. The firm reserves the right to decline engagements for various reasons including account size."

**What changed in Greenleaf Financial Network, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: None

> There is no account minimum for any of GFN ’s services. The firm reserves the right to decline engagements for various reasons including account size.

- Hourly rate: up to $250 an hour

> Hourly Fees: The negotiated hourly fee for these services is up to $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,695,747
- Discretionary: $123,695,747
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $47,170,944 |
| High net worth individuals | 39 | $76,524,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DE, KS, MD, MO, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Hutchinson, KS
- Mt. Laurel, NJ

### Websites listed on Form ADV (Item 1.I)
- feenfinancial.com
- greenleaffn.com
- plannersforfinancialsuccess.com
- rdshaara.com

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenleaf Financial Network, LLC (CRD 284165): Form ADV filing data as of October 2026.