# Sample Financial Solutions, LLC

> Sample Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 304192
- Filed as: SAMPLE FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304192
- AdvisorCensus page: https://advisorcensus.com/firm/sample-financial-solutions-llc-304192

## Quick answers

**How is Sample Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sample Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Sample Financial Solutions, LLC registered with the SEC or a state?**
Sample Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304192.

**How much does Sample Financial Solutions, LLC manage?**
Sample Financial Solutions, LLC reports $27,602,505 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Sample Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5).

**Does Sample Financial Solutions, 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/304192

## 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: $27,602,505
- Discretionary: $27,602,505
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $11,153,744 |
| High net worth individuals | 5 | $16,448,761 |

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

### Firm details
- Registered since: 2019 (6 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.

### Websites listed on Form ADV (Item 1.I)
- samplefs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sample Financial Solutions, LLC (CRD 304192): Form ADV filing data as of October 2026.