# Nightingale Financial Advisory

> Nightingale Financial Advisory is a state-registered investment advisory firm in Fremont, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 137496
- Filed as: NIGHTINGALE FINANCIAL ADVISORY
- Legal name: Nightingale, Jerry
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fremont, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137496
- AdvisorCensus page: https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496

## Quick answers

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

**Where is Nightingale Financial Advisory located?**
Nightingale Financial Advisory's principal office is in Fremont, CA, according to its Form ADV.

**Is Nightingale Financial Advisory registered with the SEC or a state?**
Nightingale Financial Advisory is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 137496.

**How much does Nightingale Financial Advisory manage?**
Nightingale Financial Advisory reports $41,821,696 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Nightingale Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (10).

**Does Nightingale Financial Advisory 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/137496

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,821,696
- Discretionary: $41,726,026
- Non-discretionary: $95,670

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,253,367 |
| High net worth individuals | 10 | $37,568,329 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nightingale Financial Advisory (CRD 137496): Form ADV filing data as of October 2026.