# Joseph M. Larsen, C.P.A., P.C.

> Joseph M. Larsen, C.P.A., P.C. is a state-registered investment advisory firm in Provo, UT, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 281445
- Filed as: JOSEPH M. LARSEN, C.P.A., P.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281445
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-m-larsen-c-p-a-p-c-provo-ut-281445

## Quick answers

**How is Joseph M. Larsen, C.P.A., P.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph M. Larsen, C.P.A., P.C. 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.

**Where is Joseph M. Larsen, C.P.A., P.C. located?**
Joseph M. Larsen, C.P.A., P.C.'s principal office is in Provo, UT, according to its Form ADV.

**Is Joseph M. Larsen, C.P.A., P.C. registered with the SEC or a state?**
Joseph M. Larsen, C.P.A., P.C. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281445.

**How much does Joseph M. Larsen, C.P.A., P.C. manage?**
Joseph M. Larsen, C.P.A., P.C. reports $2,201,283 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Joseph M. Larsen, C.P.A., P.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Joseph M. Larsen, C.P.A., P.C. 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/281445

## 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: $2,201,283
- Discretionary: $0
- Non-discretionary: $2,201,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 2 | $2,201,283 |
| 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jmlarsencpa.com](https://jmlarsencpa.com)
- Facebook @JOSEPH-M-LARSEN-CPA-PC-112941212085174
- LinkedIn @JOSEPHLARSENCPAPC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph M. Larsen, C.P.A., P.C. (CRD 281445): Form ADV filing data as of October 2026.