# Haslet Advisors, LLC

> Haslet Advisors, LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 166034
- Filed as: HASLET ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166034
- AdvisorCensus page: https://advisorcensus.com/firm/haslet-advisors-llc-166034

## Quick answers

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

**Is Haslet Advisors, LLC registered with the SEC or a state?**
Haslet Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 166034.

**How much does Haslet Advisors, LLC manage?**
Haslet Advisors, LLC reports $17,863,375 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Haslet Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15).

**Does Haslet Advisors, 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/166034

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,863,375
- Discretionary: $17,863,375
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $17,863,375 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. Haslet Advisors, LLC (CRD 166034): Form ADV filing data as of October 2026.