# Realized Financal, Inc.

> Realized Financal, Inc. is a state-registered investment advisory firm in Austin, TX, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated August 29, 2025.

- CRD: 22333
- Filed as: REALIZED FINANCAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: August 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/22333
- AdvisorCensus page: https://advisorcensus.com/firm/realized-financal-inc-austin-tx-22333

## Quick answers

**How is Realized Financal, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Realized Financal, Inc. reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Realized Financal, Inc. located?**
Realized Financal, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is Realized Financal, Inc. registered with the SEC or a state?**
Realized Financal, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 22333.

**What types of clients does Realized Financal, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Realized Financal, Inc. 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/22333

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- realized1031.com
- realizedfinancial.com
- realizedholdings.com
- Facebook @Realized
- Instagram @realizedinc
- LinkedIn @realized
- LinkedIn @realized-financial-inc
- X @realized
- YouTube @Realized1031

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Realized Financal, Inc. (CRD 22333): Form ADV filing data as of October 2026.