# Pathfinder Financial Services

> Pathfinder Financial Services is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 289125
- Filed as: PATHFINDER FINANCIAL SERVICES
- Legal name: Pathfinserv LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289125
- AdvisorCensus page: https://advisorcensus.com/firm/pathfinder-financial-services-289125

## Quick answers

**How is Pathfinder Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Pathfinder Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pathfinder Financial Services registered with the SEC or a state?**
Pathfinder Financial Services is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289125.

**How much does Pathfinder Financial Services manage?**
Pathfinder Financial Services reports $44,581,180 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (98% discretionary).

**What types of clients does Pathfinder Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (11).

**Does Pathfinder Financial Services 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/289125

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $44,581,180
- Discretionary: $43,815,235
- Non-discretionary: $765,945

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $23,025,007 |
| High net worth individuals | 11 | $21,556,173 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pathfinderfinance.com
- LinkedIn @STEPHANIE-CHARITONENKO-527118A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathfinder Financial Services (CRD 289125): Form ADV filing data as of October 2026.