# IAM Financial

> IAM Financial is a state-registered investment advisory firm in East Lansing, MI, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 146156
- Filed as: IAM FINANCIAL
- Legal name: IAM Financial L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146156
- AdvisorCensus page: https://advisorcensus.com/firm/iam-financial-east-lansing-mi-146156

## Quick answers

**How is IAM Financial compensated?**
On its Form ADV (Item 5.E, October 2026), IAM Financial 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 IAM Financial located?**
IAM Financial's principal office is in East Lansing, MI, according to its Form ADV.

**Is IAM Financial registered with the SEC or a state?**
IAM Financial is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146156.

**How much does IAM Financial manage?**
IAM Financial reports $40,578,594 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (0% discretionary).

**What types of clients does IAM Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (6).

**Does IAM Financial 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/146156

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,578,594
- Discretionary: $0
- Non-discretionary: $40,578,594

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,779,211 |
| High net worth individuals | 17 | $38,799,383 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iam-financial.com
- thinkingbeyondnumbers.com
- Facebook @IAMFINANCIAL
- LinkedIn @RICHARDFEIGHT
- X @RFEIGHT
- YouTube @UC4K4VPP0QMGZFYULLGBKHOQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IAM Financial (CRD 146156): Form ADV filing data as of October 2026.