{
  "crd_number": 291112,
  "slug": "p23-financial-inc-lincoln-ne-291112",
  "primary_business_name": "P23 FINANCIAL, INC",
  "legal_name": "P23 FINANCIAL, INC",
  "dbas": [],
  "city": "Lincoln",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "30700",
  "metro": {
    "cbsa_code": "30700",
    "common_name": "Lincoln",
    "msa_name": "Lincoln, NE",
    "path": "/advisors/ne/lincoln"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-01-18",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NE"
  ],
  "websites": [
    "https://facebook.com/P23Financial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291112",
  "city_as_filed": "LINCOLN",
  "url": "https://advisorcensus.com/firm/p23-financial-inc-lincoln-ne-291112",
  "display_name": "P23 Financial, Inc",
  "summary": "P23 Financial, Inc is a state-registered investment advisory firm in Lincoln, NE, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. P23 Financial, Inc (CRD 291112): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is P23 Financial, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), P23 Financial, Inc reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is P23 Financial, Inc located?",
      "a": "P23 Financial, Inc's principal office is in Lincoln, NE, according to its Form ADV."
    },
    {
      "q": "Is P23 Financial, Inc registered with the SEC or a state?",
      "a": "P23 Financial, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291112."
    },
    {
      "q": "Does P23 Financial, Inc report any disciplinary disclosures?",
      "a": "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/291112"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/p23-financial-inc-lincoln-ne-291112.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/291112",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}