# Proforza Advisors LLC

> Proforza Advisors LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 162584
- Filed as: PROFORZA ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/162584
- AdvisorCensus page: https://advisorcensus.com/firm/proforza-advisors-llc-162584

## Quick answers

**How is Proforza Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Proforza Advisors LLC 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 Proforza Advisors LLC registered with the SEC or a state?**
Proforza Advisors LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 162584.

**How much does Proforza Advisors LLC manage?**
Proforza Advisors LLC reports $9,500,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Proforza Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does Proforza Advisors 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/162584

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,500,000
- Discretionary: $9,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $400,000 |
| High net worth individuals | 9 | $9,100,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- proforza.net
- proforzaadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proforza Advisors LLC (CRD 162584): Form ADV filing data as of October 2026.
