# Lebens Advisory Group LLC

> Lebens Advisory Group LLC is a state-registered investment advisory firm in Lakeville, MN, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 175089
- Filed as: LEBENS ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeville, MN
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175089
- AdvisorCensus page: https://advisorcensus.com/firm/lebens-advisory-group-llc-lakeville-mn-175089

## Quick answers

**How is Lebens Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lebens Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lebens Advisory Group LLC located?**
Lebens Advisory Group LLC's principal office is in Lakeville, MN, according to its Form ADV.

**Is Lebens Advisory Group LLC registered with the SEC or a state?**
Lebens Advisory Group LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175089.

**How much does Lebens Advisory Group LLC manage?**
Lebens Advisory Group LLC reports $56,871,445 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (92% discretionary).

**What types of clients does Lebens Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Does Lebens 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/175089

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,871,445
- Discretionary: $52,571,445
- Non-discretionary: $4,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $23,571,445 |
| High net worth individuals | 20 | $29,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $4,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, IL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lebensadvisorygroup.com
- Facebook @lebensadvisorygroup
- LinkedIn @lebens-advisory-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lebens Advisory Group LLC (CRD 175089): Form ADV filing data as of October 2026.