# Greenside Financial, Ltd

> Greenside Financial, Ltd is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 287605
- Filed as: GREENSIDE FINANCIAL, LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287605
- AdvisorCensus page: https://advisorcensus.com/firm/greenside-financial-ltd-287605

## Quick answers

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

**Is Greenside Financial, Ltd registered with the SEC or a state?**
Greenside Financial, Ltd is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287605.

**How much does Greenside Financial, Ltd manage?**
Greenside Financial, Ltd reports $38,569,499 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does Greenside Financial, Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (11); other (6).

**Does Greenside Financial, Ltd 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/287605

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,569,499
- Discretionary: $0
- Non-discretionary: $38,569,499

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,272,004 |
| High net worth individuals | 11 | $22,123,708 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,521,172 |
| Corporations or other businesses not listed above | 3 | $6,597,784 |
| Other | 6 | $1,054,831 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, SC
- 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. Greenside Financial, Ltd (CRD 287605): Form ADV filing data as of October 2026.