# NPV Advisory Services, LLC

> NPV Advisory Services, LLC is a state-registered investment advisory firm in Cartersville, GA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated May 12, 2021.

- CRD: 172497
- Filed as: NPV ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cartersville, GA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172497
- AdvisorCensus page: https://advisorcensus.com/firm/npv-advisory-services-llc-cartersville-ga-172497

## Quick answers

**How is NPV Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), NPV Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is NPV Advisory Services, LLC located?**
NPV Advisory Services, LLC's principal office is in Cartersville, GA, according to its Form ADV.

**Is NPV Advisory Services, LLC registered with the SEC or a state?**
NPV Advisory Services, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 172497.

**What types of clients does NPV Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does NPV Advisory Services, 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/172497

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- napfa.org/FIRM/39485/23960
- npvadvisory.com
- LinkedIn @LANE-MULLINAX-JD-MBA-CFP-77A727103

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NPV Advisory Services, LLC (CRD 172497): Form ADV filing data as of October 2026.