# Money Positive

> Money Positive is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 218518
- Filed as: MONEY POSITIVE
- Legal name: Money Positive Cooperative
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/218518
- AdvisorCensus page: https://advisorcensus.com/firm/money-positive-218518

## Quick answers

**How is Money Positive compensated?**
On its Form ADV (Item 5.E, October 2026), Money Positive 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.

**Is Money Positive registered with the SEC or a state?**
Money Positive is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 218518.

**How much does Money Positive manage?**
Money Positive reports $500,000 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**Does Money Positive 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/218518

## 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: $500,000
- Discretionary: $500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $500,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bsky.app/profile/moneypositive.bsky.social](https://bsky.app/profile/moneypositive.bsky.social)
- [money-positive.com](https://money-positive.com)
- [moneypositive.com](https://moneypositive.com)
- Facebook @moneypositive
- Facebook @moneypositivefinancialplanning
- Instagram @money.positive
- LinkedIn @money-positive
- TikTok @moneypositivecooperative

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Positive (CRD 218518): Form ADV filing data as of October 2026.