# Mission: Advice

> Mission: Advice is a state-registered investment advisory firm in Shepherdstown, WV, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 300473
- Filed as: MISSION: ADVICE
- Legal name: Mission Advice LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shepherdstown, WV
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300473
- AdvisorCensus page: https://advisorcensus.com/firm/mission-advice-shepherdstown-wv-300473

## Quick answers

**How is Mission: Advice compensated?**
On its Form ADV (Item 5.E, October 2026), Mission: Advice reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mission: Advice located?**
Mission: Advice's principal office is in Shepherdstown, WV, according to its Form ADV.

**Is Mission: Advice registered with the SEC or a state?**
Mission: Advice is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300473.

**How much does Mission: Advice manage?**
Mission: Advice reports $2,846,307 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Mission: Advice serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Mission: Advice 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/300473

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,846,307
- Discretionary: $2,846,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,846,307 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [missionadvice.com](https://missionadvice.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mission: Advice (CRD 300473): Form ADV filing data as of October 2026.