# Phibbs Financial

> Phibbs Financial is a state-registered investment advisory firm in Draper, UT, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 322093
- Filed as: PHIBBS FINANCIAL
- Legal name: Phibbs Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322093
- AdvisorCensus page: https://advisorcensus.com/firm/phibbs-financial-draper-ut-322093

## Quick answers

**How is Phibbs Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Phibbs Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Phibbs Financial located?**
Phibbs Financial's principal office is in Draper, UT, according to its Form ADV.

**Is Phibbs Financial registered with the SEC or a state?**
Phibbs Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322093.

**How much does Phibbs Financial manage?**
Phibbs Financial reports $27,045,378 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does Phibbs Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (2).

**Does Phibbs 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/322093

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,045,378
- Discretionary: $27,045,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $23,598,464 |
| High net worth individuals | 2 | $3,446,914 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, OH, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phibbs Financial (CRD 322093): Form ADV filing data as of October 2026.