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Form ADV Part 3: Relationship Summary Bartley Financial Advisors, LLC Introduction Bartley Financial Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

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How to fill out form adv part 3

01

Obtain Form ADV Part 3 from the SEC website or your compliance software provider.

02

Review the instructions and all sections of the form carefully.

03

Fill in the required information accurately, including the firm's contact information, services offered, fees charged, and any disciplinary history.

04

Provide details on the firm's supervisory structure, conflicts of interest, and investment process.

05

Include any additional disclosures or information that may be relevant to clients or regulators.

06

Review the completed form for accuracy and completeness before submitting it to the SEC.

Who needs form adv part 3?

01

Investment advisers registered with the SEC or state securities authorities need to file Form ADV Part 3, also known as Form CRS (Customer Relationship Summary).

02

Form ADV Part 3 is required under the SEC's new rule to provide retail investors with clear and concise information about the advisory firm's services, fees, conflicts of interest, and disciplinary history.

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What is form adv part 3?

Form ADV Part 3 is a document that investment advisers use to provide information about their services, fees, and conflicts of interest to prospective clients. It is also known as the 'Client Relationship Summary.'

Who is required to file form adv part 3?

Investment advisers registered with the Securities and Exchange Commission (SEC) or state regulators are required to file Form ADV Part 3 as part of their regulatory obligations.

How to fill out form adv part 3?

To fill out Form ADV Part 3, an investment adviser needs to provide information about their firm, the services offered, fees, a summary of the investment process, and conflicts of interest. The form must be written in plain language and tailored for clients.

What is the purpose of form adv part 3?

The purpose of Form ADV Part 3 is to promote transparency and understanding between clients and investment advisers by summarizing key information about the adviser's services and practices.

What information must be reported on form adv part 3?

Form ADV Part 3 must report information including the types of advisory services offered, fees and costs, performance, legal or disciplinary history, and conflicts of interest.

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