# Mutual Advantage, LLC

> Mutual Advantage, LLC is a state-registered investment advisory firm, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated February 7, 2026.

- CRD: 112620
- Filed as: MUTUAL ADVANTAGE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112620
- AdvisorCensus page: https://advisorcensus.com/firm/mutual-advantage-llc-112620

## Quick answers

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

**Is Mutual Advantage, LLC registered with the SEC or a state?**
Mutual Advantage, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 112620.

**What types of clients does Mutual Advantage, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (11).

**Does Mutual Advantage, 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/112620

## 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) | 11 | $0 |
| High net worth individuals | 29 | $0 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2000 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enjoytherideflp.com
- mutual-advantage.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mutual Advantage, LLC (CRD 112620): Form ADV filing data as of October 2026.