# Silver Maple Financial, LLC

> Silver Maple Financial, LLC is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 143746
- Filed as: SILVER MAPLE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143746
- AdvisorCensus page: https://advisorcensus.com/firm/silver-maple-financial-llc-143746

## Quick answers

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

**Is Silver Maple Financial, LLC registered with the SEC or a state?**
Silver Maple Financial, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143746.

**How much does Silver Maple Financial, LLC manage?**
Silver Maple Financial, LLC reports $19,278,630 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary).

**What types of clients does Silver Maple Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (5).

**Does Silver Maple 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/143746

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,278,630
- Discretionary: $0
- Non-discretionary: $19,278,630

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,210,723 |
| High net worth individuals | 5 | $15,067,907 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Maple Financial, LLC (CRD 143746): Form ADV filing data as of October 2026.