# Proxyvote Plus, LLC

> Proxyvote Plus, LLC is an SEC-registered investment advisory firm, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.

- CRD: 122222
- Filed as: PROXYVOTE PLUS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122222
- AdvisorCensus page: https://advisorcensus.com/firm/proxyvote-plus-llc-122222

## Quick answers

**How is Proxyvote Plus, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Proxyvote Plus, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Proxyvote Plus, LLC registered with the SEC or a state?**
Proxyvote Plus, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122222.

**How have Proxyvote Plus, LLC's assets and staff changed since 2021?**
In the Form ADV data for Proxyvote Plus, LLC: Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Proxyvote Plus, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (107).

**Does Proxyvote Plus, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122222

**What changed in Proxyvote Plus, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 107 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- proxyvoteplus.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | August 26, 2021 |
| October 2022 | Not reported | 5 | March 4, 2022 |
| October 2023 | Not reported | 5 | March 2, 2023 |
| October 2024 | Not reported | 5 | March 19, 2024 |
| October 2025 | Not reported | 6 | March 26, 2025 |
| October 2026 | Not reported | 5 | March 17, 2026 |

Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proxyvote Plus, LLC (CRD 122222): Form ADV filing data as of October 2026.