# Sila Financial, LLC

> Sila Financial, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 298406
- Filed as: SILA FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298406
- AdvisorCensus page: https://advisorcensus.com/firm/sila-financial-llc-298406

## Quick answers

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

**Is Sila Financial, LLC registered with the SEC or a state?**
Sila Financial, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 298406.

**How much does Sila Financial, LLC manage?**
Sila Financial, LLC reports $124,332,994 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**How have Sila Financial, LLC's assets and staff changed since 2025?**
In the Form ADV data for Sila Financial, LLC: Regulatory assets under management: $113,762,252 in the October 2025 data and $124,332,994 in the October 2026 data, up 9%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sila 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 (49).

**Which custodians does Sila Financial, LLC use?**
Sila Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sila 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 SEC record: https://adviserinfo.sec.gov/firm/summary/298406

**Does Sila Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "We generally require a minimum account size of $100,000 to open an advisory relationship with our firm. We may waive this requirement in our sole discretion on an individual client basis."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account size of $100,000 to open an advisory relationship with our firm. We may waive this requirement in our sole discretion on an individual client basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $124,332,994
- Discretionary: $124,332,994
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $23,810,890 |
| High net worth individuals | 49 | $100,056,657 |
| 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 | Fewer than 5 | $465,435 |
| 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 | Fewer than 5 | $12 |
| Other | 0 | $0 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,762,252 | 2 | March 20, 2025 |
| October 2026 | $124,332,994 | 2 | February 3, 2026 |

Regulatory assets under management: $113,762,252 in the October 2025 data and $124,332,994 in the October 2026 data, up 9%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sila Financial, LLC (CRD 298406): Form ADV filing data as of October 2026.