# Playbook Advisers LLC

> Playbook Advisers LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated October 23, 2025.

- CRD: 136194
- Filed as: PLAYBOOK ADVISERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: October 23, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136194
- AdvisorCensus page: https://advisorcensus.com/firm/playbook-advisers-llc-136194

## Quick answers

**How is Playbook Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Playbook Advisers LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Playbook Advisers LLC registered with the SEC or a state?**
Playbook Advisers LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 136194.

**Does Playbook Advisers 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/136194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Playbook Advisers LLC (CRD 136194): Form ADV filing data as of October 2026.
