# Treehouse Financial, Inc

> Treehouse Financial, Inc is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 161164
- Filed as: TREEHOUSE FINANCIAL, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161164
- AdvisorCensus page: https://advisorcensus.com/firm/treehouse-financial-inc-161164

## Quick answers

**How is Treehouse Financial, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Treehouse Financial, Inc 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 Treehouse Financial, Inc registered with the SEC or a state?**
Treehouse Financial, Inc is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 161164.

**How much does Treehouse Financial, Inc manage?**
Treehouse Financial, Inc reports $1,433,700 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Treehouse Financial, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Treehouse 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/161164

## 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: $1,433,700
- Discretionary: $0
- Non-discretionary: $1,433,700

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $775,700 |
| High net worth individuals | Fewer than 5 | $658,000 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- 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. Treehouse Financial, Inc (CRD 161164): Form ADV filing data as of October 2026.