# Ronald L Perkins DBA Perkins Financial

> Ronald L Perkins DBA Perkins Financial is a state-registered investment advisory firm in Madison, WI, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 20, 2025.

- CRD: 304422
- Filed as: RONALD L PERKINS DBA PERKINS FINANCIAL
- Legal name: Ronald L Perkins DBA Perkinsfinancail
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: June 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304422
- AdvisorCensus page: https://advisorcensus.com/firm/ronald-l-perkins-dba-perkins-financial-madison-wi-304422

## Quick answers

**How is Ronald L Perkins DBA Perkins Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Ronald L Perkins DBA Perkins Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ronald L Perkins DBA Perkins Financial located?**
Ronald L Perkins DBA Perkins Financial's principal office is in Madison, WI, according to its Form ADV.

**Is Ronald L Perkins DBA Perkins Financial registered with the SEC or a state?**
Ronald L Perkins DBA Perkins Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304422.

**How much does Ronald L Perkins DBA Perkins Financial manage?**
Ronald L Perkins DBA Perkins Financial reports $2,701,079 in regulatory assets under management in its Form ADV filing dated June 20, 2025 (0% discretionary).

**What types of clients does Ronald L Perkins DBA Perkins Financial serve?**
By number of clients on Form ADV Item 5.D: investment companies (5).

**Does Ronald L Perkins DBA Perkins 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/304422

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,701,079
- Discretionary: $0
- Non-discretionary: $2,701,079

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 5 | $2,701,079 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @ron.perkins.560
- LinkedIn @ron-perkins-2a354439

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ronald L Perkins DBA Perkins Financial (CRD 304422): Form ADV filing data as of October 2026.