# Physician Advising LLC

> Physician Advising LLC is a state-registered investment advisory firm in Newport, WA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 288809
- Filed as: PHYSICIAN ADVISING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport, WA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288809
- AdvisorCensus page: https://advisorcensus.com/firm/physician-advising-llc-newport-wa-288809

## Quick answers

**How is Physician Advising LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Physician Advising LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Physician Advising LLC located?**
Physician Advising LLC's principal office is in Newport, WA, according to its Form ADV.

**Is Physician Advising LLC registered with the SEC or a state?**
Physician Advising LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288809.

**How much does Physician Advising LLC manage?**
Physician Advising LLC reports $9,900,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Physician Advising LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28).

**Does Physician Advising LLC 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/288809

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,900,000
- Discretionary: $9,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $8,900,000 |
| High net worth individuals | Fewer than 5 | $1,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

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

### Websites listed on Form ADV (Item 1.I)
- [physicianadvising.com](https://physicianadvising.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Physician Advising LLC (CRD 288809): Form ADV filing data as of October 2026.