# Lipton Financial Corporation

> Lipton Financial Corporation is a state-registered investment advisory firm in Roswell, GA, registered since 1989, with no regulatory assets under management reported in its Form ADV filing dated February 13, 2026.

- CRD: 125543
- Filed as: LIPTON FINANCIAL CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125543
- AdvisorCensus page: https://advisorcensus.com/firm/lipton-financial-corporation-roswell-ga-125543

## Quick answers

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

**Where is Lipton Financial Corporation located?**
Lipton Financial Corporation's principal office is in Roswell, GA, according to its Form ADV.

**Is Lipton Financial Corporation registered with the SEC or a state?**
Lipton Financial Corporation is a state-registered investment advisory firm, registered since 1989. Status as filed: APPROVED. CRD 125543.

**Does Lipton Financial Corporation 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/125543

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Market timing services
- Other

### Firm details
- Registered since: 1989 (37 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lipton Financial Corporation (CRD 125543): Form ADV filing data as of October 2026.