# Jepsen Financial

> Jepsen Financial is a state-registered investment advisory firm, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 115161
- Filed as: JEPSEN FINANCIAL
- Legal name: Jepsen Enterprises, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115161
- AdvisorCensus page: https://advisorcensus.com/firm/jepsen-financial-115161

## Quick answers

**How is Jepsen Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Jepsen Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Jepsen Financial registered with the SEC or a state?**
Jepsen Financial is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 115161.

**How much does Jepsen Financial manage?**
Jepsen Financial reports $35,312,043 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**What types of clients does Jepsen Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55).

**Does Jepsen 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/115161

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,312,043
- Discretionary: $35,125,377
- Non-discretionary: $186,666

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $35,300,213 |
| Charitable organizations | Fewer than 5 | $11,830 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jepsenfinancial.com
- Facebook @JEPSENFINANCIAL
- Instagram @jepsenfinancial
- X @JEPSENFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jepsen Financial (CRD 115161): Form ADV filing data as of October 2026.