# The Money Guys

> The Money Guys is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 299115
- Filed as: THE MONEY GUYS
- Legal name: The Money Guys, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299115
- AdvisorCensus page: https://advisorcensus.com/firm/the-money-guys-299115

## Quick answers

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

**Is The Money Guys registered with the SEC or a state?**
The Money Guys is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 299115.

**How much does The Money Guys manage?**
The Money Guys reports $17,433,224 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does The Money Guys serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (7).

**Does The Money Guys 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/299115

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,433,224
- Discretionary: $17,433,224
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,861,252 |
| High net worth individuals | 7 | $14,571,972 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Money Guys (CRD 299115): Form ADV filing data as of October 2026.