# Pinion Financial Services, LLC

> Pinion Financial Services, LLC is a state-registered investment advisory firm in Bethesda, MD, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated January 29, 2026.

- CRD: 118707
- Filed as: PINION FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118707
- AdvisorCensus page: https://advisorcensus.com/firm/pinion-financial-services-llc-bethesda-md-118707

## Quick answers

**How is Pinion Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinion Financial Services, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pinion Financial Services, LLC located?**
Pinion Financial Services, LLC's principal office is in Bethesda, MD, according to its Form ADV.

**Is Pinion Financial Services, LLC registered with the SEC or a state?**
Pinion Financial Services, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 118707.

**Does Pinion Financial Services, 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/118707

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### 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: 2000 (26 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinion Financial Services, LLC (CRD 118707): Form ADV filing data as of October 2026.