# Joseph P. Kirlin III & Associates

> Joseph P. Kirlin III & Associates is a state-registered investment advisory firm, registered since 1988, with no regulatory assets under management reported in its Form ADV filing dated August 25, 2023.

- CRD: 123733
- Filed as: JOSEPH P. KIRLIN III & ASSOCIATES
- Legal name: Joseph P. Kirlin III
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: August 25, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123733
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-p-kirlin-iii-and-associates-123733

## Quick answers

**How is Joseph P. Kirlin III & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph P. Kirlin III & Associates reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Joseph P. Kirlin III & Associates registered with the SEC or a state?**
Joseph P. Kirlin III & Associates is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 123733.

**Does Joseph P. Kirlin III & Associates 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/123733

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph P. Kirlin III & Associates (CRD 123733): Form ADV filing data as of October 2026.