Investment adviser · CRD 343963

PRAGMATIC ADVISORY

Investment adviser filing (IA)

PRAGMATIC ADVISORY LLC

· Form ADV filed Sep 30, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Financial planning

Compensation

Percentage of assets

Principal office

CRD 343963

Filing source

Form ADV 2135277 · Sep 30, 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.