# Larsen Financial Management

> Larsen Financial Management is a state-registered investment advisory firm in San Antonio, TX, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 23, 2025.

- CRD: 318482
- Filed as: LARSEN FINANCIAL MANAGEMENT
- Legal name: Larsen Financial Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: October 23, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318482
- AdvisorCensus page: https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482

## Quick answers

**How is Larsen Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Larsen Financial Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Larsen Financial Management located?**
Larsen Financial Management's principal office is in San Antonio, TX, according to its Form ADV.

**Is Larsen Financial Management registered with the SEC or a state?**
Larsen Financial Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318482.

**How much does Larsen Financial Management manage?**
Larsen Financial Management reports $1,335,350 in regulatory assets under management in its Form ADV filing dated October 23, 2025 (100% discretionary).

**What types of clients does Larsen Financial Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2); high net worth individuals (1).

**Does Larsen Financial Management 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/318482

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,335,350
- Discretionary: $1,335,350
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $708,350 |
| High net worth individuals | 1 | $550,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $77,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larsen Financial Management (CRD 318482): Form ADV filing data as of October 2026.