# Guernsey Financial, LLC

> Guernsey Financial, LLC is a state-registered investment advisory firm in Pensacola, FL, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.

- CRD: 299037
- Filed as: GUERNSEY FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299037
- AdvisorCensus page: https://advisorcensus.com/firm/guernsey-financial-llc-pensacola-fl-299037

## Quick answers

**How is Guernsey Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Guernsey Financial, LLC 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 Guernsey Financial, LLC located?**
Guernsey Financial, LLC's principal office is in Pensacola, FL, according to its Form ADV.

**Is Guernsey Financial, LLC registered with the SEC or a state?**
Guernsey Financial, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299037.

**What types of clients does Guernsey Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (59); insurance companies (1).

**Does Guernsey 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/299037

**What changed in Guernsey Financial, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $0 |
| High net worth individuals | 59 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guernseyfinancial.com
- Facebook @guernseyfinancial
- Instagram @guernseyfinancial
- LinkedIn @guernseyfinancialllc
- YouTube @GuernseyFinancial

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guernsey Financial, LLC (CRD 299037): Form ADV filing data as of October 2026.