# Privus Financial, LLC

> Privus Financial, LLC is a state-registered investment advisory firm in Irving, TX, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 291495
- Filed as: PRIVUS FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irving, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291495
- AdvisorCensus page: https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495

## Quick answers

**How is Privus Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Privus Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Privus Financial, LLC located?**
Privus Financial, LLC's principal office is in Irving, TX, according to its Form ADV.

**Is Privus Financial, LLC registered with the SEC or a state?**
Privus Financial, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 291495.

**What types of clients does Privus Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (31); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Does Privus 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/291495

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $0 |
| High net worth individuals | 43 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $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) | 12 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 11 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- privusfinancial.com
- Facebook @p
- LinkedIn @privus-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Privus Financial, LLC (CRD 291495): Form ADV filing data as of October 2026.