# Rising Financial

> Rising Financial is a state-registered investment advisory firm in Minneapolis, MN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 322105
- Filed as: RISING FINANCIAL
- Legal name: Rising Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322105
- AdvisorCensus page: https://advisorcensus.com/firm/rising-financial-minneapolis-mn-322105

## Quick answers

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

**Where is Rising Financial located?**
Rising Financial's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Rising Financial registered with the SEC or a state?**
Rising Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322105.

**How much does Rising Financial manage?**
Rising Financial reports $12,054,568 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Rising Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (5).

**Does Rising Financial 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/322105

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,054,568
- Discretionary: $12,054,568
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $8,099,941 |
| High net worth individuals | 5 | $3,954,627 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rising-financial.com
- LinkedIn @risingfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rising Financial (CRD 322105): Form ADV filing data as of October 2026.