# Worchestershire Financial

> Worchestershire Financial is a state-registered investment advisory firm in Bartlett, TX, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2023.

- CRD: 154986
- Filed as: WORCHESTERSHIRE FINANCIAL
- Legal name: Worchestershire Financial, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bartlett, TX
- Filing period: October 2026
- Form ADV filing dated: August 20, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154986
- AdvisorCensus page: https://advisorcensus.com/firm/worchestershire-financial-bartlett-tx-154986

## Quick answers

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

**Where is Worchestershire Financial located?**
Worchestershire Financial's principal office is in Bartlett, TX, according to its Form ADV.

**Is Worchestershire Financial registered with the SEC or a state?**
Worchestershire Financial is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154986.

**How much does Worchestershire Financial manage?**
Worchestershire Financial reports $4,800,000 in regulatory assets under management in its Form ADV filing dated August 20, 2023 (100% discretionary).

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

**Does Worchestershire Financial 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/154986

## 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: $4,800,000
- Discretionary: $4,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $4,800,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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. Worchestershire Financial (CRD 154986): Form ADV filing data as of October 2026.