# No Other Primary Business Name

> No Other Primary Business Name is an SEC-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 120371
- Filed as: NO OTHER PRIMARY BUSINESS NAME
- Legal name: Eastside Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120371
- AdvisorCensus page: https://advisorcensus.com/firm/no-other-primary-business-name-120371

## Quick answers

**How is No Other Primary Business Name compensated?**
On its Form ADV (Item 5.E, October 2026), No Other Primary Business Name reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is No Other Primary Business Name registered with the SEC or a state?**
No Other Primary Business Name is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 120371.

**How much does No Other Primary Business Name manage?**
No Other Primary Business Name reports $30,100,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**How have No Other Primary Business Name's assets and staff changed since 2021?**
In the Form ADV data for No Other Primary Business Name: Regulatory assets under management: $35,346,000 in the October 2021 data and $30,100,000 in the October 2026 data, down 15%. Total employees: 0 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does No Other Primary Business Name serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does No Other Primary Business Name report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120371

**What changed in No Other Primary Business Name's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $27,000,000 to $30,100,000 (+11%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,100,000
- Discretionary: $30,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $9,200,000 |
| High net worth individuals | 4 | $13,200,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $7,700,000 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,346,000 | 0 | June 16, 2021 |
| October 2022 | $38,670,000 | 0 | January 28, 2022 |
| October 2023 | $29,527,000 | 0 | June 23, 2023 |
| October 2024 | $27,600,000 | 0 | February 28, 2024 |
| October 2025 | $27,000,000 | 0 | January 21, 2025 |
| October 2026 | $30,100,000 | 0 | January 14, 2026 |

Regulatory assets under management: $35,346,000 in the October 2021 data and $30,100,000 in the October 2026 data, down 15%.
Total employees: 0 in October 2021 and 0 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $27,000,000 to $30,100,000 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. No Other Primary Business Name (CRD 120371): Form ADV filing data as of October 2026.