# Sarkor Financial Advisors

> Sarkor Financial Advisors is a state-registered investment advisory firm in Montclair, NJ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 330176
- Filed as: SARKOR FINANCIAL ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montclair, NJ
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330176
- AdvisorCensus page: https://advisorcensus.com/firm/sarkor-financial-advisors-montclair-nj-330176

## Quick answers

**How is Sarkor Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Sarkor Financial Advisors 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.

**Where is Sarkor Financial Advisors located?**
Sarkor Financial Advisors' principal office is in Montclair, NJ, according to its Form ADV.

**Is Sarkor Financial Advisors registered with the SEC or a state?**
Sarkor Financial Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330176.

**How much does Sarkor Financial Advisors manage?**
Sarkor Financial Advisors reports $1,246,682 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (49% discretionary).

**What types of clients does Sarkor Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (1).

**Does Sarkor Financial Advisors 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/330176

## 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: $1,246,682
- Discretionary: $607,247
- Non-discretionary: $639,435

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $607,247 |
| High net worth individuals | 1 | $639,435 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sarkor Financial Advisors (CRD 330176): Form ADV filing data as of October 2026.