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AdvisorCensus / Financial advisors / Pennsylvania / Harrisburg / The Appalachian Financial Group

The Appalachian Financial Group

Mechanicsburg, PAState-registered investment adviserCRD 332275

Filed as THE APPALACHIAN FINANCIAL GROUP · Legal name Appalachian Financial Literacy Group, LLC

The Appalachian Financial Group is a state-registered investment advisory firm in Mechanicsburg, PA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 30, 2026.

0 years
registered since 2026
Not reported
assets under management
1 arrangement
Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is The Appalachian Financial Group compensated?

On its Form ADV (Item 5.E, October 2026), The Appalachian Financial Group reports these compensation arrangements: other.

Where is The Appalachian Financial Group located?

The Appalachian Financial Group's principal office is in Mechanicsburg, PA, according to its Form ADV.

Is The Appalachian Financial Group registered with the SEC or a state?

The Appalachian Financial Group is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 332275.

Does The Appalachian Financial Group 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/332275

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Appalachian Financial Literacy Group, LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 10. Performing investment advisory functions: 8.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
PA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
appalachianflg.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. The Appalachian Financial Group (CRD 332275): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/the-appalachian-financial-group-mechanicsburg-pa-332275