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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SONS CAPITAL MANAGEMENT INC CRD Number: 104817Annual Amendment All Sections

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How to fill out form adv - secgov

01

Go to the SEC website at www.sec.gov

02

Search for 'Form ADV'

03

Click on the link to access Form ADV

04

Read the instructions provided by the SEC

05

Obtain all the necessary information and documentation required for filling out Form ADV

06

Enter the required information in each section of the form as per the instructions

07

Double-check the accuracy and completeness of the filled-out form

08

Submit the completed Form ADV electronically on the SEC website

Who needs form adv - secgov?

01

Investment advisers registered with the U.S. Securities and Exchange Commission (SEC) need to fill out Form ADV

02

Investment advisers managing above a specified threshold of assets are required to complete Form ADV

03

Form ADV provides important information about investment advisers to the SEC and the public

04

The SEC uses Form ADV to monitor and regulate investment advisers and their activities

05

Investors and clients may also refer to Form ADV to understand the background and services offered by investment advisers

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What is form adv - secgov?

Form ADV is a form used by investment advisers to register with the Securities and Exchange Commission (SEC) or state securities authorities.

Who is required to file form adv - secgov?

Investment advisers who manage $25 million or more in assets must file Form ADV with the SEC. Smaller advisers may be required to file with state securities authorities.

How to fill out form adv - secgov?

Form ADV can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv - secgov?

The purpose of Form ADV is to provide the SEC and clients with information about an investment adviser's business.

What information must be reported on form adv - secgov?

Form ADV requires information about an investment adviser's services, fees, strategies, employees, and conflicts of interest.

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