{
  "crd_number": 32238,
  "slug": "investmentpost-advisory-32238",
  "primary_business_name": "INVESTMENTPOST ADVISORY",
  "legal_name": "INVESTMENTPOST ADVISORY",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-05-23",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2015-11-09",
  "carried_forward": false,
  "raum_total": 2000000.0,
  "raum_discretionary": 2000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 3,
  "states_registered": [
    "GA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/32238",
  "listing_state": "GA",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "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.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/investmentpost-advisory-32238",
  "display_name": "Investmentpost Advisory",
  "summary": "Investmentpost Advisory is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 9, 2015.",
  "citation": "AdvisorCensus. Investmentpost Advisory (CRD 32238): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Investmentpost Advisory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investmentpost Advisory reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Investmentpost Advisory registered with the SEC or a state?",
      "a": "Investmentpost Advisory is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 32238."
    },
    {
      "q": "How much does Investmentpost Advisory manage?",
      "a": "Investmentpost Advisory reports $2,000,000 in regulatory assets under management in its Form ADV filing dated November 9, 2015 (100% discretionary)."
    },
    {
      "q": "Does Investmentpost Advisory report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.D(2) (another regulator's finding of a violation), and 11.E(2) (self-regulatory organization's finding of a rule violation). 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/32238"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/investmentpost-advisory-32238.md",
  "clients": [],
  "disclosure_line": "Reports 3 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/32238",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}