# RULE72 Financial

> RULE72 Financial is a state-registered investment advisory firm in Potomac Falls, VA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 316922
- Filed as: RULE72 FINANCIAL
- Legal name: RULE72 Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Potomac Falls, VA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316922
- AdvisorCensus page: https://advisorcensus.com/firm/rule72-financial-potomac-falls-va-316922

## Quick answers

**How is RULE72 Financial compensated?**
On its Form ADV (Item 5.E, October 2026), RULE72 Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RULE72 Financial located?**
RULE72 Financial's principal office is in Potomac Falls, VA, according to its Form ADV.

**Is RULE72 Financial registered with the SEC or a state?**
RULE72 Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316922.

**How much does RULE72 Financial manage?**
RULE72 Financial reports $8,473,549 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does RULE72 Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (13).

**Does RULE72 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/316922

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,473,549
- Discretionary: $8,473,549
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $1,131,510 |
| High net worth individuals | 13 | $7,342,039 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 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)
- alignable.com/sterling-va/rule72-financial-llc
- rule72financial.com
- Facebook @61568999742851
- LinkedIn @rule72-financial-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RULE72 Financial (CRD 316922): Form ADV filing data as of October 2026.