# Liberton Financial LLC

> Liberton Financial LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 12, 2025.

- CRD: 285018
- Filed as: LIBERTON FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285018
- AdvisorCensus page: https://advisorcensus.com/firm/liberton-financial-llc-285018

## Quick answers

**How is Liberton Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Liberton Financial LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Liberton Financial LLC registered with the SEC or a state?**
Liberton Financial LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 285018.

**How much does Liberton Financial LLC manage?**
Liberton Financial LLC reports $90,000 in regulatory assets under management in its Form ADV filing dated June 12, 2025 (100% discretionary).

**What types of clients does Liberton Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Liberton 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/285018

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $90,000
- Discretionary: $90,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $90,000 |

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

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberton Financial LLC (CRD 285018): Form ADV filing data as of October 2026.