# SAR Services, Inc.

> SAR Services, Inc. is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 113579
- Filed as: SAR SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113579
- AdvisorCensus page: https://advisorcensus.com/firm/sar-services-inc-113579

## Quick answers

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

**Is SAR Services, Inc. registered with the SEC or a state?**
SAR Services, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 113579.

**How much does SAR Services, Inc. manage?**
SAR Services, Inc. reports $7,049,001 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does SAR Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39).

**Does SAR Services, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113579

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,049,001
- Discretionary: $7,049,001
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $7,049,001 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(b): Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113579

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SAR Services, Inc. (CRD 113579): Form ADV filing data as of October 2026.