# Pinder Financial, LLC

> Pinder Financial, LLC is a state-registered investment advisory firm in Jupiter, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 323918
- Filed as: PINDER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323918
- AdvisorCensus page: https://advisorcensus.com/firm/pinder-financial-llc-jupiter-fl-323918

## Quick answers

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

**Where is Pinder Financial, LLC located?**
Pinder Financial, LLC's principal office is in Jupiter, FL, according to its Form ADV.

**Is Pinder Financial, LLC registered with the SEC or a state?**
Pinder Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323918.

**How much does Pinder Financial, LLC manage?**
Pinder Financial, LLC reports $700,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Pinder Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (1).

**Does Pinder Financial, 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/323918

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $700,000
- Discretionary: $700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $350,000 |
| High net worth individuals | 1 | $350,000 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinder Financial, LLC (CRD 323918): Form ADV filing data as of October 2026.