# Joy Equity Management LLC

> Joy Equity Management LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 335009
- Filed as: JOY EQUITY MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335009
- AdvisorCensus page: https://advisorcensus.com/firm/joy-equity-management-llc-boulder-co-335009

## Quick answers

**How is Joy Equity Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Joy Equity Management LLC 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 Joy Equity Management LLC located?**
Joy Equity Management LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Joy Equity Management LLC registered with the SEC or a state?**
Joy Equity Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335009.

**How much does Joy Equity Management LLC manage?**
Joy Equity Management LLC reports $9,200,600 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Joy Equity Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (3).

**Does Joy Equity Management 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/335009

## 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: $9,200,600
- Discretionary: $9,200,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $5,000,600 |
| High net worth individuals | 3 | $4,200,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- joyequitymgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joy Equity Management LLC (CRD 335009): Form ADV filing data as of October 2026.