# Narrative Financial Group

> Narrative Financial Group is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 27, 2026.

- CRD: 333936
- Filed as: NARRATIVE FINANCIAL GROUP
- Legal name: Narrative Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333936
- AdvisorCensus page: https://advisorcensus.com/firm/narrative-financial-group-333936

## Quick answers

**How is Narrative Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Narrative Financial Group 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.

**Is Narrative Financial Group registered with the SEC or a state?**
Narrative Financial Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333936.

**What types of clients does Narrative Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Narrative Financial Group 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/333936

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- narrativefinancialgroup.com
- LinkedIn @narrative-financial-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Narrative Financial Group (CRD 333936): Form ADV filing data as of October 2026.