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Item 1:COVER PAGETheLubitzFinancialGroup 9350S. DixieHighway,Suite1500 Miami,FL33156 Telephone:3056704440 Facsimile:3056704448 www.LubitzFinancial.com mail@LubitzFinancial.com March27,2018 FORM ADV
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01
Review the online form ADV Part and familiarize yourself with the required information.
02
Start by entering your firm's identifying information, such as name, address, and contact details.
03
Provide an accurate description of your firm's business activities and the types of clients you serve.
04
Disclose any conflicts of interest or disciplinary events involving your firm or its employees.
05
Provide information about your firm's fee structure and any compensation arrangements.
06
Describe your firm's investment strategies and methods of analysis.
07
Provide details about your firm's investment advisory personnel and their qualifications.
08
Include information about your firm's compliance with regulatory requirements.
09
Review the completed form for accuracy and completeness before submitting it online.
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Submit the online form ADV Part as per the instructions provided by the regulatory body.

Who needs online form adv part?

01
Any investment advisor or firm engaged in providing investment advisory services to clients needs to fill out the online form ADV Part. This includes registered investment advisors, exempt reporting advisors, and certain other financial professionals. Compliance with regulatory requirements mandates the submission of this form to provide transparency to clients and regulatory bodies.
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Online Form ADV Part is a document filed by investment advisers with the Securities and Exchange Commission (SEC) that provides information about the adviser, its business practices, and potential conflicts of interest.
Investment advisers registered with the SEC are required to file an online Form ADV Part.
Online Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of online Form ADV Part is to provide disclosure to clients and prospective clients about the operations and practices of an investment adviser.
Online Form ADV Part requires information about the adviser's business practices, fees, conflicts of interest, disciplinary history, and more.
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