FYVIE FINANCIAL LLC

FYVIE FINANCIAL LLC is an SEC-registered investment adviser (CRD 309375). Regulatory assets under management: $15.9M.

Registration

• CRD: 309375
• Type: Registered investment adviser
• Phone: 402-210-3197
• Latest filing: 2026-03-31
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 3
• Accounts: 141

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search