Investment adviser · CRD 144340

ARM FINANCIAL LLC

Investment adviser filing (IA)

· Form ADV filed Jan 16, 2026

Regulatory AUM
$49M
Form ADV · Item 5.F
Client accounts
60
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals51$46,987,32495.9%
Individuals8$1,072,6762.2%
Pooled investment vehicles1$940,0001.9%
Filing source

Form ADV 2041319 · Jan 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ARM FINANCIAL OPPORTUNITIES FUND LPOther Private Fund · Last reported Jan 16, 2026$940KGross asset value

Form D fundraising filings

ARM Financial Opportunities Fund LP

Custodian TD BANK N A CHERRY HILL, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7745006035
Reported beneficial owners
15
Minimum commitment
$50K
Form D file number
021-367758

Form ADV 2041319 · Jan 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

CRD 144340

Filing source

Form ADV 2041319 · Jan 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.