# Safe Landing Financial

> Safe Landing Financial is a state-registered investment advisory firm in Round Rock, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 297835
- Filed as: SAFE LANDING FINANCIAL
- Legal name: Safe Landing Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Round Rock, TX
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297835
- AdvisorCensus page: https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835

## Quick answers

**How is Safe Landing Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Safe Landing 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 Safe Landing Financial located?**
Safe Landing Financial's principal office is in Round Rock, TX, according to its Form ADV.

**Is Safe Landing Financial registered with the SEC or a state?**
Safe Landing Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297835.

**How much does Safe Landing Financial manage?**
Safe Landing Financial reports $12,363,790 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Safe Landing Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (7).

**Does Safe Landing 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/297835

## 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: $12,363,790
- Discretionary: $12,363,790
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,810,972 |
| High net worth individuals | 7 | $10,552,818 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- safelandingfinancial.com
- Facebook @safelandingfinancial
- LinkedIn @safelandingfinancial
- X @safelandingfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safe Landing Financial (CRD 297835): Form ADV filing data as of October 2026.