# Society Investment Management

> Society Investment Management is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 121697
- Filed as: SOCIETY INVESTMENT MANAGEMENT
- Legal name: Fridley, Gregory Scott
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121697
- AdvisorCensus page: https://advisorcensus.com/firm/society-investment-management-121697

## Quick answers

**How is Society Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Society Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Society Investment Management registered with the SEC or a state?**
Society Investment Management is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 121697.

**How much does Society Investment Management manage?**
Society Investment Management reports $22,436,832 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Society Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (23).

**Does Society Investment 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/121697

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,436,832
- Discretionary: $22,331,131
- Non-discretionary: $105,701

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $1,238,316 |
| High net worth individuals | 35 | $21,198,516 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Society Investment Management (CRD 121697): Form ADV filing data as of October 2026.