# P23 Financial, Inc

> 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.

- CRD: 291112
- Filed as: P23 FINANCIAL, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291112
- AdvisorCensus page: https://advisorcensus.com/firm/p23-financial-inc-lincoln-ne-291112

## Quick answers

**How is P23 Financial, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), P23 Financial, Inc reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is P23 Financial, Inc located?**
P23 Financial, Inc's principal office is in Lincoln, NE, according to its Form ADV.

**Is P23 Financial, Inc registered with the SEC or a state?**
P23 Financial, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291112.

**Does P23 Financial, Inc 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/291112

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @P23Financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P23 Financial, Inc (CRD 291112): Form ADV filing data as of October 2026.