# Tenzing Financial LLC

> Tenzing Financial LLC is an SEC-registered investment advisory firm in Williamsburg, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 335259
- Filed as: TENZING FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsburg, VA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335259
- AdvisorCensus page: https://advisorcensus.com/firm/tenzing-financial-llc-williamsburg-va-335259

## Quick answers

**How is Tenzing Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tenzing Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Tenzing Financial LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Flat fee: $5,000 to $10,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tenzing Financial LLC located?**
Tenzing Financial LLC's principal office is in Williamsburg, VA, according to its Form ADV.

**Is Tenzing Financial LLC registered with the SEC or a state?**
Tenzing Financial LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335259.

**How much does Tenzing Financial LLC manage?**
Tenzing Financial LLC reports $231,100,000 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Tenzing Financial LLC's assets and staff changed since 2025?**
In the Form ADV data for Tenzing Financial LLC: Regulatory assets under management: $0 in the October 2025 data and $231,100,000 in the October 2026 data. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tenzing Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (73).

**Which custodians does Tenzing Financial LLC use?**
Tenzing Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Tenzing Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335259

**What changed in Tenzing Financial LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $203,500,000 to $231,100,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Flat fee: $5,000 to $10,000 (standalone financial planning services)

> Tenzing Financial also offers standalone financial planning services for fixed engagement fee ranging from $5,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $231,100,000
- Discretionary: $231,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $35,100,000 |
| High net worth individuals | 73 | $181,600,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $14,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tenzingfinancial.us
- LinkedIn @tenzing-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 5 | May 8, 2025 |
| October 2026 | $231,100,000 | 5 | August 31, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $231,100,000 in the October 2026 data.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $203,500,000 to $231,100,000 (+14%).

### December 2025
- Regulatory assets under management went from $0 to $203,500,000.
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tenzing Financial LLC (CRD 335259): Form ADV filing data as of October 2026.