# Plectrum Advisers LLC

> Plectrum Advisers LLC is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 283181
- Filed as: PLECTRUM ADVISERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283181
- AdvisorCensus page: https://advisorcensus.com/firm/plectrum-advisers-llc-283181

## Quick answers

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

**Is Plectrum Advisers LLC registered with the SEC or a state?**
Plectrum Advisers LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283181.

**How much does Plectrum Advisers LLC manage?**
Plectrum Advisers LLC reports $72,546,832 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Plectrum Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (10); charitable organizations (1).

**Does Plectrum 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/283181

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,546,832
- Discretionary: $72,546,832
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $40,258,275 |
| High net worth individuals | 10 | $31,980,004 |
| Charitable organizations | 1 | $308,553 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plectrumadvisers.com
- Facebook @plectrumadvisers
- LinkedIn @plectrum-advisers-llc
- X @LlcAdvisers
- YouTube @UCFMUf8QC664LaPTEgaQvDEg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plectrum Advisers LLC (CRD 283181): Form ADV filing data as of October 2026.