{
  "crd_number": 123138,
  "slug": "olympic-financial-llc-carmel-in-123138",
  "primary_business_name": "OLYMPIC FINANCIAL, LLC",
  "legal_name": "OLYMPIC FINANCIAL, LLC",
  "dbas": [],
  "city": "Carmel",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2001-03-23",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IN"
  ],
  "websites": [
    "https://olympicfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123138",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CARMEL",
  "url": "https://advisorcensus.com/firm/olympic-financial-llc-carmel-in-123138",
  "display_name": "Olympic Financial, LLC",
  "summary": "Olympic Financial, LLC is a state-registered investment advisory firm in Carmel, IN, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Olympic Financial, LLC (CRD 123138): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Olympic Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Olympic Financial, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Olympic Financial, LLC located?",
      "a": "Olympic Financial, LLC's principal office is in Carmel, IN, according to its Form ADV."
    },
    {
      "q": "Is Olympic Financial, LLC registered with the SEC or a state?",
      "a": "Olympic Financial, LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 123138."
    },
    {
      "q": "Does Olympic Financial, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123138"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/olympic-financial-llc-carmel-in-123138.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123138",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}