# Kabat Advisory Group, LLC

> Kabat Advisory Group, LLC is a state-registered investment advisory firm in Jacksonville, FL, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated August 21, 2026.

- CRD: 171966
- Filed as: KABAT ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171966
- AdvisorCensus page: https://advisorcensus.com/firm/kabat-advisory-group-llc-jacksonville-fl-171966

## Quick answers

**How is Kabat Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kabat Advisory Group, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Kabat Advisory Group, LLC located?**
Kabat Advisory Group, LLC's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Kabat Advisory Group, LLC registered with the SEC or a state?**
Kabat Advisory Group, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171966.

**Does Kabat Advisory Group, 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/171966

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, WI
- 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. Kabat Advisory Group, LLC (CRD 171966): Form ADV filing data as of October 2026.