# Toucan Financial, Inc.

> Toucan Financial, Inc. is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 321210
- Filed as: TOUCAN FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321210
- AdvisorCensus page: https://advisorcensus.com/firm/toucan-financial-inc-321210

## Quick answers

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

**Is Toucan Financial, Inc. registered with the SEC or a state?**
Toucan Financial, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321210.

**How much does Toucan Financial, Inc. manage?**
Toucan Financial, Inc. reports $30,000,072 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Toucan Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); corporations or other businesses not listed above (12).

**Does Toucan Financial, 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/321210

## 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: $30,000,072
- Discretionary: $30,000,072
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $24,842,745 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,792,119 |
| Corporations or other businesses not listed above | 12 | $1,365,208 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- toucan.fi
- toucanfi.com
- LinkedIn @toucan-financial
- LinkedIn @ianrahilly

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Toucan Financial, Inc. (CRD 321210): Form ADV filing data as of October 2026.