# NOVAK FINANCIAL PLANNING LLC

NOVAK FINANCIAL PLANNING LLC of BEL AIR, MD is an SEC-registered investment adviser.

## Registration

- CRD: 109326
- Type: SEC-registered investment adviser
- SEC file number: 801-57319
- Location: 2231 OLD EMMORTON ROAD, BEL AIR, MD, 21015
- Phone: 410-515-6310
- Latest filing: 2021-03-25
- Regulatory AUM: $349.2M
- Discretionary AUM: $324.7M
- Non-discretionary AUM: $24.6M
- Clients: 5
- Accounts: 1,369

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| NOVAK CAROL A | CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER; OWNER (+2 more) | — |
| NOVAK DANIEL JOSEPH | MEMBER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109326/similar
- Related entities: https://search.stillhousedata.com/firm/109326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.