# Sharpedge Financial

> Sharpedge Financial is a state-registered investment advisory firm in Southlake, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 331971
- Filed as: SHARPEDGE FINANCIAL
- Legal name: Sharpedge Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331971
- AdvisorCensus page: https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971

## Quick answers

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

**Where is Sharpedge Financial located?**
Sharpedge Financial's principal office is in Southlake, TX, according to its Form ADV.

**Is Sharpedge Financial registered with the SEC or a state?**
Sharpedge Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331971.

**How much does Sharpedge Financial manage?**
Sharpedge Financial reports $9,533,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (60% discretionary).

**What types of clients does Sharpedge Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does Sharpedge Financial 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/331971

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,533,000
- Discretionary: $5,700,000
- Non-discretionary: $3,833,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $3,932,000 |
| High net worth individuals | Fewer than 5 | $1,768,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,833,000 |

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

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

### Websites listed on Form ADV (Item 1.I)
- sharpedgefinancial.com
- Facebook @sharpedgefinancial
- Instagram @biglawmoneyguide
- LinkedIn @sharpedge-financial-llc
- LinkedIn @joelgchouinard
- X @biglawmoneyguid
- YouTube @biglawmoneyguide
- YouTube @UCuM7y5bwTk9K9X8qDjJixmg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sharpedge Financial (CRD 331971): Form ADV filing data as of October 2026.