# Lyman Financial

> Lyman Financial is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 19, 2026.

- CRD: 327230
- Filed as: LYMAN FINANCIAL
- Legal name: Lyman Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327230
- AdvisorCensus page: https://advisorcensus.com/firm/lyman-financial-327230

## Quick answers

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

**Is Lyman Financial registered with the SEC or a state?**
Lyman Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327230.

**Does Lyman Financial 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/327230

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- 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. Lyman Financial (CRD 327230): Form ADV filing data as of October 2026.