# Silo Financial LLC

> Silo Financial LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 324307
- Filed as: SILO FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324307
- AdvisorCensus page: https://advisorcensus.com/firm/silo-financial-llc-austin-tx-324307

## Quick answers

**How is Silo Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silo Financial LLC reports these compensation arrangements: other.

**Where is Silo Financial LLC located?**
Silo Financial LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Silo Financial LLC registered with the SEC or a state?**
Silo Financial LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324307.

**How have Silo Financial LLC's assets and staff changed since 2023?**
In the Form ADV data for Silo Financial LLC: Total employees: 3 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silo Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,861).

**Does Silo 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/324307

**What changed in Silo Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,861 | Not reported |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 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)
- silomarkets.com
- LinkedIn @silo-markets
- X @silomarkets
- YouTube @silofinancial
- YouTube @LogicallyAnswered

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | September 25, 2023 |
| October 2024 | Not reported | 2 | April 19, 2024 |
| October 2025 | Not reported | 2 | June 3, 2025 |
| October 2026 | Not reported | 2 | March 27, 2026 |

Total employees: 3 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silo Financial LLC (CRD 324307): Form ADV filing data as of October 2026.