# Tartan Financial Group, LLC

> Tartan Financial Group, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 342445
- Filed as: TARTAN FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kansas
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342445
- AdvisorCensus page: https://advisorcensus.com/firm/tartan-financial-group-llc-342445

## Quick answers

**How is Tartan Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tartan Financial Group, 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 Tartan Financial Group, LLC registered with the SEC or a state?**
Tartan Financial Group, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342445.

**How much does Tartan Financial Group, LLC manage?**
Tartan Financial Group, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 25, 2026.

**Does Tartan Financial Group, 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/342445

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tartanfinancialgroup.com](https://tartanfinancialgroup.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tartan Financial Group, LLC (CRD 342445): Form ADV filing data as of October 2026.