# Venables Financial Solutions

> Venables Financial Solutions is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 332371
- Filed as: VENABLES FINANCIAL SOLUTIONS
- Legal name: Venables Financial Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332371
- AdvisorCensus page: https://advisorcensus.com/firm/venables-financial-solutions-332371

## Quick answers

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

**Is Venables Financial Solutions registered with the SEC or a state?**
Venables Financial Solutions is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332371.

**How much does Venables Financial Solutions manage?**
Venables Financial Solutions reports $163,720 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does Venables Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Venables Financial Solutions 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/332371

## 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: $163,720
- Discretionary: $163,720
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $163,720 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- venablesfinancialsolutions.com
- Facebook @Venables-Financial-Solutions
- LinkedIn @venables-financial-solutions

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Venables Financial Solutions (CRD 332371): Form ADV filing data as of October 2026.