# SAM Badgley Inc.

> SAM Badgley Inc. is a state-registered investment advisory firm, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated January 12, 2026.

- CRD: 152632
- Filed as: SAM BADGLEY INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152632
- AdvisorCensus page: https://advisorcensus.com/firm/sam-badgley-inc-152632

## Quick answers

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

**Is SAM Badgley Inc. registered with the SEC or a state?**
SAM Badgley Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 152632.

**Does SAM Badgley Inc. 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/152632

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sambadgley.com
- Facebook @simpleinvestingwithsam
- LinkedIn @sam-badgley-77585013

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SAM Badgley Inc. (CRD 152632): Form ADV filing data as of October 2026.