# Twenty-First Century Financial Advisors Inc

> Twenty-First Century Financial Advisors Inc is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 1, 2026.

- CRD: 125690
- Filed as: TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125690
- AdvisorCensus page: https://advisorcensus.com/firm/twenty-first-century-financial-advisors-inc-125690

## Quick answers

**How is Twenty-First Century Financial Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Twenty-First Century Financial Advisors 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 Twenty-First Century Financial Advisors Inc registered with the SEC or a state?**
Twenty-First Century Financial Advisors Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 125690.

**How much does Twenty-First Century Financial Advisors Inc manage?**
Twenty-First Century Financial Advisors Inc reports $67,588,119 in regulatory assets under management in its Form ADV filing dated February 1, 2026 (100% discretionary).

**What types of clients does Twenty-First Century Financial Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (5).

**Does Twenty-First Century Financial Advisors 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/125690

## 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: $67,588,119
- Discretionary: $67,588,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $31,718,615 |
| High net worth individuals | 5 | $35,869,504 |
| 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 | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, 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. Twenty-First Century Financial Advisors Inc (CRD 125690): Form ADV filing data as of October 2026.