# Lenity Financial, Inc.

> 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.

- CRD: 283440
- Filed as: LENITY FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Geneva, IL
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283440
- AdvisorCensus page: https://advisorcensus.com/firm/lenity-financial-inc-geneva-il-283440

## Quick answers

**How is Lenity Financial, Inc. compensated?**
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.

**Where is Lenity Financial, Inc. located?**
Lenity Financial, Inc.'s principal office is in Geneva, IL, according to its Form ADV.

**Is Lenity Financial, Inc. registered with the SEC or a state?**
Lenity Financial, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283440.

**How much does Lenity Financial, Inc. manage?**
Lenity Financial, Inc. reports $87,194,256 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (99% discretionary).

**What types of clients does Lenity Financial, Inc. serve?**
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).

**Does Lenity Financial, Inc. 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/283440

## 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: $87,194,256
- Discretionary: $85,940,013
- Non-discretionary: $1,254,243

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $85,940,013 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,254,243 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lenityfinancial.com
- Facebook @Lenityfinancial
- LinkedIn @lenity-financial-inc.
- X @lenityfinancial
- YouTube @UCzmOZi9cKp4BNsjvZOn3Qxw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lenity Financial, Inc. (CRD 283440): Form ADV filing data as of October 2026.