{
  "crd_number": 283440,
  "slug": "lenity-financial-inc-geneva-il-283440",
  "primary_business_name": "LENITY FINANCIAL, INC.",
  "legal_name": "LENITY FINANCIAL, INC.",
  "dbas": [],
  "city": "Geneva",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-07-25",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 87194256.0,
  "raum_discretionary": 85940013.0,
  "raum_non_discretionary": 1254243.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1254243.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 85940013.0,
      "count": 60
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://facebook.com/Lenityfinancial",
    "https://lenityfinancial.com",
    "https://linkedin.com/company/lenity-financial-inc.?viewAsMember=true",
    "https://x.com/lenityfinancial",
    "https://youtube.com/channel/UCzmOZi9cKp4BNsjvZOn3Qxw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283440",
  "city_as_filed": "GENEVA",
  "url": "https://advisorcensus.com/firm/lenity-financial-inc-geneva-il-283440",
  "display_name": "Lenity Financial, Inc.",
  "summary": "Lenity Financial, Inc. is a state-registered investment advisory firm in Geneva, IL, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.",
  "citation": "AdvisorCensus. Lenity Financial, Inc. (CRD 283440): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lenity Financial, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lenity Financial, Inc. 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."
    },
    {
      "q": "Where is Lenity Financial, Inc. located?",
      "a": "Lenity Financial, Inc.'s principal office is in Geneva, IL, according to its Form ADV."
    },
    {
      "q": "Is Lenity Financial, Inc. registered with the SEC or a state?",
      "a": "Lenity Financial, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283440."
    },
    {
      "q": "How much does Lenity Financial, Inc. manage?",
      "a": "Lenity Financial, Inc. reports $87,194,256 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Lenity Financial, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Does Lenity Financial, Inc. report any disciplinary disclosures?",
      "a": "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/283440"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lenity-financial-inc-geneva-il-283440.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 85940013.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1254243.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283440",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}