# Pro Advisors, Ltd. DBA R J Pickle Financial Services

> Pro Advisors, Ltd. DBA R J Pickle Financial Services is a state-registered investment advisory firm, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 115490
- Filed as: PRO ADVISORS, LTD. DBA R J PICKLE FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115490
- AdvisorCensus page: https://advisorcensus.com/firm/pro-advisors-ltd-dba-r-j-pickle-financial-services-115490

## Quick answers

**How is Pro Advisors, Ltd. DBA R J Pickle Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Pro Advisors, Ltd. DBA R J Pickle Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pro Advisors, Ltd. DBA R J Pickle Financial Services registered with the SEC or a state?**
Pro Advisors, Ltd. DBA R J Pickle Financial Services is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 115490.

**How much does Pro Advisors, Ltd. DBA R J Pickle Financial Services manage?**
Pro Advisors, Ltd. DBA R J Pickle Financial Services reports $15,704,774 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Pro Advisors, Ltd. DBA R J Pickle Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (5).

**Does Pro Advisors, Ltd. DBA R J Pickle Financial Services 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/115490

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,704,774
- Discretionary: $15,704,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,613,132 |
| High net worth individuals | 5 | $10,091,642 |

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

### Firm details
- Registered since: 2001 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WI
- 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. Pro Advisors, Ltd. DBA R J Pickle Financial Services (CRD 115490): Form ADV filing data as of October 2026.