# Karpinski Financial, LLC

> Karpinski Financial, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 153085
- Filed as: KARPINSKI FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153085
- AdvisorCensus page: https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085

## Quick answers

**How is Karpinski Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Karpinski Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Karpinski Financial, LLC located?**
Karpinski Financial, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Karpinski Financial, LLC registered with the SEC or a state?**
Karpinski Financial, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153085.

**How much does Karpinski Financial, LLC manage?**
Karpinski Financial, LLC reports $83,597,489 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Karpinski Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (30).

**Does Karpinski 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/153085

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $83,597,489
- Discretionary: $83,597,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $24,023,768 |
| High net worth individuals | 30 | $59,573,721 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, 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. Karpinski Financial, LLC (CRD 153085): Form ADV filing data as of October 2026.