# Sedg Financial Services Corp.

> Sedg Financial Services Corp. is a state-registered investment advisory firm in Davie, FL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 155488
- Filed as: SEDG FINANCIAL SERVICES CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Davie, FL
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155488
- AdvisorCensus page: https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488

## Quick answers

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

**Where is Sedg Financial Services Corp. located?**
Sedg Financial Services Corp.'s principal office is in Davie, FL, according to its Form ADV.

**Is Sedg Financial Services Corp. registered with the SEC or a state?**
Sedg Financial Services Corp. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155488.

**How much does Sedg Financial Services Corp. manage?**
Sedg Financial Services Corp. reports $53,287,150 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**What types of clients does Sedg Financial Services Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (15).

**Does Sedg Financial Services Corp. 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/155488

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,287,150
- Discretionary: $53,287,150
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $17,529,346 |
| High net worth individuals | 15 | $35,757,804 |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sedg Financial Services Corp. (CRD 155488): Form ADV filing data as of October 2026.