# Sierra Hotel Financial LLC

> Sierra Hotel Financial LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 332672
- Filed as: SIERRA HOTEL FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332672
- AdvisorCensus page: https://advisorcensus.com/firm/sierra-hotel-financial-llc-332672

## Quick answers

**How is Sierra Hotel Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sierra Hotel Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sierra Hotel Financial LLC registered with the SEC or a state?**
Sierra Hotel Financial LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332672.

**How much does Sierra Hotel Financial LLC manage?**
Sierra Hotel Financial LLC reports $24,353,460 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (95% discretionary).

**What types of clients does Sierra Hotel Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (8).

**Does Sierra Hotel Financial 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/332672

## 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: $24,353,460
- Discretionary: $23,201,157
- Non-discretionary: $1,152,303

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $16,455,980 |
| High net worth individuals | 8 | $7,897,480 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MD, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sierra Hotel Financial LLC (CRD 332672): Form ADV filing data as of October 2026.