# Invest Track Financial, LLC

> Invest Track Financial, LLC is a state-registered investment advisory firm in Narragansett, RI, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 323211
- Filed as: INVEST TRACK FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Narragansett, RI
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323211
- AdvisorCensus page: https://advisorcensus.com/firm/invest-track-financial-llc-narragansett-ri-323211

## Quick answers

**How is Invest Track Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invest Track Financial, LLC 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 Invest Track Financial, LLC located?**
Invest Track Financial, LLC's principal office is in Narragansett, RI, according to its Form ADV.

**Is Invest Track Financial, LLC registered with the SEC or a state?**
Invest Track Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323211.

**How much does Invest Track Financial, LLC manage?**
Invest Track Financial, LLC reports $61,205,713 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Invest Track Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (10).

**Does Invest Track 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/323211

## 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: $61,205,713
- Discretionary: $61,205,713
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,836,836 |
| High net worth individuals | 19 | $55,368,877 |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- 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. Invest Track Financial, LLC (CRD 323211): Form ADV filing data as of October 2026.