# Heroic Financial LLC

> Heroic Financial LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated January 4, 2024.

- CRD: 327809
- Filed as: HEROIC FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: January 4, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327809
- AdvisorCensus page: https://advisorcensus.com/firm/heroic-financial-llc-327809

## Quick answers

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

**Is Heroic Financial LLC registered with the SEC or a state?**
Heroic Financial LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327809.

**Does Heroic 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/327809

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heroicfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heroic Financial LLC (CRD 327809): Form ADV filing data as of October 2026.