# Orderly Finance

> Orderly Finance is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 306511
- Filed as: ORDERLY FINANCE
- Legal name: Orderly Finance, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306511
- AdvisorCensus page: https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511

## Quick answers

**How is Orderly Finance compensated?**
On its Form ADV (Item 5.E, October 2026), Orderly Finance reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Orderly Finance located?**
Orderly Finance's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Orderly Finance registered with the SEC or a state?**
Orderly Finance is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306511.

**How much does Orderly Finance manage?**
Orderly Finance reports $93,156,003 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (97% discretionary).

**What types of clients does Orderly Finance serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (7).

**Does Orderly Finance 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/306511

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $93,156,003
- Discretionary: $90,467,367
- Non-discretionary: $2,688,636

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,547,674 |
| High net worth individuals | 28 | $91,608,329 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- orderlyfinance.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orderly Finance (CRD 306511): Form ADV filing data as of October 2026.