# Joiner Financial, LLC

> Joiner Financial, LLC is a state-registered investment advisory firm in El Dorado Hills, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 147962
- Filed as: JOINER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Dorado Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147962
- AdvisorCensus page: https://advisorcensus.com/firm/joiner-financial-llc-el-dorado-hills-ca-147962

## Quick answers

**How is Joiner Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Joiner Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Joiner Financial, LLC located?**
Joiner Financial, LLC's principal office is in El Dorado Hills, CA, according to its Form ADV.

**Is Joiner Financial, LLC registered with the SEC or a state?**
Joiner Financial, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147962.

**How much does Joiner Financial, LLC manage?**
Joiner Financial, LLC reports $63,449,607 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Joiner Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (12).

**Does Joiner 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/147962

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $63,449,607
- Discretionary: $63,449,607
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $29,186,819 |
| High net worth individuals | 12 | $34,262,788 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- joinerfinancial.com
- Facebook @JOINER-FINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joiner Financial, LLC (CRD 147962): Form ADV filing data as of October 2026.