# SDC Advisory, LLC

> SDC Advisory, LLC is a state-registered investment advisory firm, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 332030
- Filed as: SDC ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332030
- AdvisorCensus page: https://advisorcensus.com/firm/sdc-advisory-llc-332030

## Quick answers

**How is SDC Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SDC Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is SDC Advisory, LLC registered with the SEC or a state?**
SDC Advisory, LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 332030.

**Does SDC Advisory, 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/332030

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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 |

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

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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. SDC Advisory, LLC (CRD 332030): Form ADV filing data as of October 2026.