# The Fiscal Fitness Company, Inc.

> The Fiscal Fitness Company, Inc. is a state-registered investment advisory firm in Mandeville, LA, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 140768
- Filed as: THE FISCAL FITNESS COMPANY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140768
- AdvisorCensus page: https://advisorcensus.com/firm/the-fiscal-fitness-company-inc-mandeville-la-140768

## Quick answers

**How is The Fiscal Fitness Company, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Fiscal Fitness Company, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Fiscal Fitness Company, Inc. located?**
The Fiscal Fitness Company, Inc.'s principal office is in Mandeville, LA, according to its Form ADV.

**Is The Fiscal Fitness Company, Inc. registered with the SEC or a state?**
The Fiscal Fitness Company, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140768.

**How much does The Fiscal Fitness Company, Inc. manage?**
The Fiscal Fitness Company, Inc. reports $18,730,692 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does The Fiscal Fitness Company, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (5).

**Does The Fiscal Fitness Company, Inc. 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/140768

**What changed in The Fiscal Fitness Company, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $16,639,828 to $18,730,692 (+13%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,730,692
- Discretionary: $18,730,692
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $10,835,866 |
| High net worth individuals | 5 | $7,894,826 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $16,639,828 to $18,730,692 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Fiscal Fitness Company, Inc. (CRD 140768): Form ADV filing data as of October 2026.