# Iseler Financial

> Iseler Financial is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 304647
- Filed as: ISELER FINANCIAL
- Legal name: Iseler Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304647
- AdvisorCensus page: https://advisorcensus.com/firm/iseler-financial-304647

## Quick answers

**How is Iseler Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Iseler Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Iseler Financial registered with the SEC or a state?**
Iseler Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304647.

**How much does Iseler Financial manage?**
Iseler Financial reports $6,458,070 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does Iseler Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Does Iseler 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/304647

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,458,070
- Discretionary: $6,458,070
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $5,049,922 |
| High net worth individuals | Fewer than 5 | $1,408,148 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iselerfinancial.com
- Facebook @Iseler-Financial-LLC-112519607151207
- LinkedIn @64523192

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iseler Financial (CRD 304647): Form ADV filing data as of October 2026.