# Money Calculus LLC

> Money Calculus LLC is a state-registered investment advisory firm in Allen, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 331211
- Filed as: MONEY CALCULUS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Allen, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331211
- AdvisorCensus page: https://advisorcensus.com/firm/money-calculus-llc-allen-tx-331211

## Quick answers

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

**Where is Money Calculus LLC located?**
Money Calculus LLC's principal office is in Allen, TX, according to its Form ADV.

**Is Money Calculus LLC registered with the SEC or a state?**
Money Calculus LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331211.

**How much does Money Calculus LLC manage?**
Money Calculus LLC reports $21,855,682 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**Does Money Calculus 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/331211

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,855,682
- Discretionary: $21,855,682
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $21,855,682 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Calculus LLC (CRD 331211): Form ADV filing data as of October 2026.