# Socially Financed Management

> Socially Financed Management is an exempt reporting adviser in Chatham, NJ, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 313196
- Filed as: SOCIALLY FINANCED MANAGEMENT
- Legal name: Socially Financed Management LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Chatham, NJ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313196
- AdvisorCensus page: https://advisorcensus.com/firm/socially-financed-management-chatham-nj-313196

## Quick answers

**Where is Socially Financed Management located?**
Socially Financed Management's principal office is in Chatham, NJ, according to its Form ADV.

**How does Socially Financed Management report to regulators?**
Socially Financed Management is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 313196.

**Does Socially Financed Management 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/313196

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sociallyfinanced.com
- LinkedIn @socially-financed
- X @sociallyfinancd

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Socially Financed Management (CRD 313196): Form ADV filing data as of October 2026.