# Halieus Investment Advisors

> Halieus Investment Advisors is a state-registered investment advisory firm in Broadway, VA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 284482
- Filed as: HALIEUS INVESTMENT ADVISORS
- Legal name: Halieus Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Broadway, VA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284482
- AdvisorCensus page: https://advisorcensus.com/firm/halieus-investment-advisors-broadway-va-284482

## Quick answers

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

**Where is Halieus Investment Advisors located?**
Halieus Investment Advisors' principal office is in Broadway, VA, according to its Form ADV.

**Is Halieus Investment Advisors registered with the SEC or a state?**
Halieus Investment Advisors is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284482.

**How much does Halieus Investment Advisors manage?**
Halieus Investment Advisors reports $1,322,259 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (97% discretionary).

**What types of clients does Halieus Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Halieus Investment Advisors 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/284482

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,322,259
- Discretionary: $1,276,659
- Non-discretionary: $45,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,322,259 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [halieus.net](https://halieus.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halieus Investment Advisors (CRD 284482): Form ADV filing data as of October 2026.