# Ventoux Financial Advisors, LLC

> Ventoux Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 298631
- Filed as: VENTOUX FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298631
- AdvisorCensus page: https://advisorcensus.com/firm/ventoux-financial-advisors-llc-298631

## Quick answers

**How is Ventoux Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ventoux Financial Advisors, LLC 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 Ventoux Financial Advisors, LLC registered with the SEC or a state?**
Ventoux Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298631.

**How much does Ventoux Financial Advisors, LLC manage?**
Ventoux Financial Advisors, LLC reports $67,882,207 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (93% discretionary).

**What types of clients does Ventoux Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (25).

**Does Ventoux Financial Advisors, LLC 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/298631

## 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: $67,882,207
- Discretionary: $63,044,563
- Non-discretionary: $4,837,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $5,506,423 |
| High net worth individuals | 30 | $62,375,784 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ventouxfa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ventoux Financial Advisors, LLC (CRD 298631): Form ADV filing data as of October 2026.