# Investmentpost Advisory

> 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.

- CRD: 32238
- Filed as: INVESTMENTPOST ADVISORY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: November 9, 2015
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/32238
- AdvisorCensus page: https://advisorcensus.com/firm/investmentpost-advisory-32238

## Quick answers

**How is Investmentpost Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Investmentpost Advisory reports these compensation arrangements: a percentage of assets under its management.

**Is Investmentpost Advisory registered with the SEC or a state?**
Investmentpost Advisory is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 32238.

**How much does Investmentpost Advisory manage?**
Investmentpost Advisory reports $2,000,000 in regulatory assets under management in its Form ADV filing dated November 9, 2015 (100% discretionary).

**Does Investmentpost Advisory report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.D(2): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/32238

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investmentpost Advisory (CRD 32238): Form ADV filing data as of October 2026.