# Villaire Financial, LLC

> Villaire Financial, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 318796
- Filed as: VILLAIRE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318796
- AdvisorCensus page: https://advisorcensus.com/firm/villaire-financial-llc-318796

## Quick answers

**How is Villaire Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Villaire Financial, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Villaire Financial, LLC registered with the SEC or a state?**
Villaire Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318796.

**How much does Villaire Financial, LLC manage?**
Villaire Financial, LLC reports $1,834,945 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does Villaire Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80).

**Does Villaire Financial, 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/318796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $1,834,945
- Discretionary: $1,834,945
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $1,834,945 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Villaire Financial, LLC (CRD 318796): Form ADV filing data as of October 2026.