AdvisorCensus / Financial advisors / Texas / El Paso / Pecusavvy Financial
Pecusavvy Financial
Filed as PECUSAVVY FINANCIAL · Legal name Pecusavvy Financial, LLC
Pecusavvy Financial is a state-registered investment advisory firm in El Paso, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.
Quick answers
From the filingHow is Pecusavvy Financial compensated?
On its Form ADV (Item 5.E, October 2026), Pecusavvy Financial reports these compensation arrangements: a percentage of assets under its management.
Where is Pecusavvy Financial located?
Pecusavvy Financial's principal office is in El Paso, TX, according to its Form ADV.
Is Pecusavvy Financial registered with the SEC or a state?
Pecusavvy Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339768.
How much does Pecusavvy Financial manage?
Pecusavvy Financial reports $9,127,832 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).
What types of clients does Pecusavvy Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (6).
Does Pecusavvy Financial 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/339768
What changed in Pecusavvy Financial's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $9,131,660.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$9,127,832 as of October 2026, filing dated June 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Pecusavvy Financial, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $9,131,660.
- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pecusavvy Financial (CRD 339768): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pecusavvy-financial-el-paso-tx-339768