# Safranek and Associates, LLC

> Safranek and Associates, LLC is a state-registered investment advisory firm, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 28, 2026.

- CRD: 147231
- Filed as: SAFRANEK AND ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oklahoma
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147231
- AdvisorCensus page: https://advisorcensus.com/firm/safranek-and-associates-llc-147231

## Quick answers

**How is Safranek and Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Safranek and Associates, LLC 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.

**Is Safranek and Associates, LLC registered with the SEC or a state?**
Safranek and Associates, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147231.

**Does Safranek and Associates, LLC 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/147231

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safranek and Associates, LLC (CRD 147231): Form ADV filing data as of October 2026.