# Sample Financial Advisers, LLC

> Sample Financial Advisers, LLC is a state-registered investment advisory firm in Fort Collins, CO, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 284700
- Filed as: SAMPLE FINANCIAL ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284700
- AdvisorCensus page: https://advisorcensus.com/firm/sample-financial-advisers-llc-fort-collins-co-284700

## Quick answers

**How is Sample Financial Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sample Financial Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Sample Financial Advisers, LLC located?**
Sample Financial Advisers, LLC's principal office is in Fort Collins, CO, according to its Form ADV.

**Is Sample Financial Advisers, LLC registered with the SEC or a state?**
Sample Financial Advisers, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284700.

**How much does Sample Financial Advisers, LLC manage?**
Sample Financial Advisers, LLC reports $21,106,848 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Sample Financial Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (2).

**Does Sample Financial Advisers, 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/284700

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,106,848
- Discretionary: $21,106,848
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $13,558,659 |
| High net worth individuals | 2 | $7,548,189 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- 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. Sample Financial Advisers, LLC (CRD 284700): Form ADV filing data as of October 2026.