# Layered Financial, LLC

> Layered Financial, LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated May 3, 2026.

- CRD: 326418
- Filed as: LAYERED FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: May 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326418
- AdvisorCensus page: https://advisorcensus.com/firm/layered-financial-llc-326418

## Quick answers

**How is Layered Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Layered Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Layered Financial, LLC registered with the SEC or a state?**
Layered Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 326418.

**What types of clients does Layered Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Layered 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/326418

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Layered Financial, LLC (CRD 326418): Form ADV filing data as of October 2026.