{
  "crd_number": 343656,
  "slug": "srl-financial-noblesville-in-343656",
  "primary_business_name": "SRL FINANCIAL",
  "legal_name": "SRL FINANCIAL, LLC",
  "dbas": [],
  "city": "Noblesville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-07-28",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "IN"
  ],
  "websites": [
    "https://instagram.com/spenc_shoemaker",
    "https://linkedin.com/in/spencer-shoemaker-cfp%C2%AE-65123686",
    "https://srl-financial.com",
    "https://x.com/Spencer_ShoeSRL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343656",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "NOBLESVILLE",
  "url": "https://advisorcensus.com/firm/srl-financial-noblesville-in-343656",
  "display_name": "SRL Financial",
  "summary": "SRL Financial is a state-registered investment advisory firm in Noblesville, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. SRL Financial (CRD 343656): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is SRL Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), SRL Financial reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is SRL Financial located?",
      "a": "SRL Financial's principal office is in Noblesville, IN, according to its Form ADV."
    },
    {
      "q": "Is SRL Financial registered with the SEC or a state?",
      "a": "SRL Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343656."
    },
    {
      "q": "How much does SRL Financial manage?",
      "a": "SRL Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 13, 2026."
    },
    {
      "q": "Does SRL Financial report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343656"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/srl-financial-noblesville-in-343656.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343656",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}