Form ADV

Form ADV is a document required by the U.S. Securities and Exchange Commission (SEC) for investment advisors. It provides essential information about a firm's business, services, fees, and any conflicts of interest. There are two parts: Part 1 contains details about the advisor's business practices, while Part 2 is a narrative brochure that explains services and costs in more accessible language for clients. Completing Form ADV helps ensure transparency and allows clients to make informed decisions when choosing an investment advisor. It is filed annually and updated as necessary to reflect any significant changes.