{
  "crd_number": 311681,
  "slug": "private-equity-financial-advisors-inc-addison-tx-311681",
  "primary_business_name": "PRIVATE EQUITY FINANCIAL ADVISORS, INC.",
  "legal_name": "PRIVATE EQUITY FINANCIAL ADVISORS, INC.",
  "dbas": [],
  "city": "Addison",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2021-02-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://pfin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311681",
  "city_as_filed": "ADDISON",
  "url": "https://advisorcensus.com/firm/private-equity-financial-advisors-inc-addison-tx-311681",
  "display_name": "Private Equity Financial Advisors, Inc.",
  "summary": "Private Equity Financial Advisors, Inc. is an exempt reporting adviser in Addison, TX, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Private Equity Financial Advisors, Inc. (CRD 311681): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Private Equity Financial Advisors, Inc. located?",
      "a": "Private Equity Financial Advisors, Inc.'s principal office is in Addison, TX, according to its Form ADV."
    },
    {
      "q": "How does Private Equity Financial Advisors, Inc. report to regulators?",
      "a": "Private Equity Financial Advisors, Inc. is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 311681."
    },
    {
      "q": "Does Private Equity Financial Advisors, Inc. report any disciplinary disclosures?",
      "a": "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/311681"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/private-equity-financial-advisors-inc-addison-tx-311681.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311681",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}