LLEWELLYN FINANCIAL LLC

LLEWELLYN FINANCIAL LLC is an SEC-registered investment adviser (CRD 310834). Regulatory assets under management: $940K.

Registration

• CRD: 310834
• Type: Registered investment adviser
• Phone: 870-581-0044
• Latest filing: 2026-03-25
• Regulatory AUM: $940K
• Discretionary AUM: $940K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search