# Single Track Financial, Inc.

> Single Track Financial, Inc. is a state-registered investment advisory firm in Woburn, MA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 127318
- Filed as: SINGLE TRACK FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woburn, MA
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127318
- AdvisorCensus page: https://advisorcensus.com/firm/single-track-financial-inc-woburn-ma-127318

## Quick answers

**How is Single Track Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Single Track Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Single Track Financial, Inc. located?**
Single Track Financial, Inc.'s principal office is in Woburn, MA, according to its Form ADV.

**Is Single Track Financial, Inc. registered with the SEC or a state?**
Single Track Financial, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127318.

**How much does Single Track Financial, Inc. manage?**
Single Track Financial, Inc. reports $33,952,840 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Single Track Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Single Track Financial, Inc. 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/127318

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,952,840
- Discretionary: $33,952,840
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,333,306 |
| High net worth individuals | 21 | $27,998,054 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,621,480 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Single Track Financial, Inc. (CRD 127318): Form ADV filing data as of October 2026.