{
  "crd_number": 311694,
  "slug": "imagine-financial-security-llc-chattanooga-tn-311694",
  "primary_business_name": "IMAGINE FINANCIAL SECURITY LLC",
  "legal_name": "IMAGINE FINANCIAL SECURITY LLC",
  "dbas": [],
  "city": "Chattanooga",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "16860",
  "metro": {
    "cbsa_code": "16860",
    "common_name": "Chattanooga",
    "msa_name": "Chattanooga, TN-GA",
    "path": "/advisors/tn/chattanooga"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-01-29",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 56351808.0,
  "raum_discretionary": 56351808.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8858728.0,
      "count": 25
    },
    "high_net_worth_individuals": {
      "raum": 47493080.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "TN"
  ],
  "websites": [
    "https://imaginefinancialsecurity.com",
    "https://instgram.com/imaginefinancialsecurity",
    "https://youtube.com/@PFRpodcast"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311694",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CHATTANOOGA",
  "url": "https://advisorcensus.com/firm/imagine-financial-security-llc-chattanooga-tn-311694",
  "display_name": "Imagine Financial Security LLC",
  "summary": "Imagine Financial Security LLC is a state-registered investment advisory firm in Chattanooga, TN, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Imagine Financial Security LLC (CRD 311694): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Imagine Financial Security LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Imagine Financial Security 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."
    },
    {
      "q": "Where is Imagine Financial Security LLC located?",
      "a": "Imagine Financial Security LLC's principal office is in Chattanooga, TN, according to its Form ADV."
    },
    {
      "q": "Is Imagine Financial Security LLC registered with the SEC or a state?",
      "a": "Imagine Financial Security LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311694."
    },
    {
      "q": "How much does Imagine Financial Security LLC manage?",
      "a": "Imagine Financial Security LLC reports $56,351,808 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Imagine Financial Security LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (25)."
    },
    {
      "q": "Does Imagine Financial Security LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311694"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/imagine-financial-security-llc-chattanooga-tn-311694.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 8858728.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 47493080.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311694",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}