# Viable

> Viable is an SEC-registered investment advisory firm in Wayne, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 322140
- Filed as: VIABLE
- Legal name: Viable Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322140
- AdvisorCensus page: https://advisorcensus.com/firm/viable-wayne-pa-322140

## Quick answers

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

**Where is Viable located?**
Viable's principal office is in Wayne, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Viable registered with the SEC or a state?**
Viable is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322140.

**How much does Viable manage?**
Viable reports $214,176,901 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Viable's assets and staff changed since 2024?**
In the Form ADV data for Viable: Regulatory assets under management: $124,866,368 in the October 2024 data and $214,176,901 in the October 2026 data, up 72%. Total employees: 2 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Viable serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Viable use?**
Viable's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Viable report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322140

**What changed in Viable's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $135,116,287 to $214,176,901 (+59%). Registered or notice-filed in NY, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $214,176,901
- Discretionary: $214,176,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $34,674,445 |
| High net worth individuals | 49 | $125,982,332 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $53,520,124 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Florham Park, NJ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $124,866,368 | 2 | September 13, 2024 |
| October 2025 | $135,116,287 | 6 | April 21, 2025 |
| October 2026 | $214,176,901 | 6 | March 31, 2026 |

Regulatory assets under management: $124,866,368 in the October 2024 data and $214,176,901 in the October 2026 data, up 72%.
Total employees: 2 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $135,116,287 to $214,176,901 (+59%).
- Registered or notice-filed in NY, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Viable (CRD 322140): Form ADV filing data as of October 2026.