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This document is the Form ADV for C & T Financial Services Group, Inc., detailing business information, regulatory compliance, and assets under management.

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What is form adv?

Form ADV is a regulatory filing required by the U.S. Securities and Exchange Commission (SEC) for investment advisers. It provides detailed information about the adviser’s business, ownership, clients, and employees.

Who is required to file form adv?

Investment advisers who are registered with the SEC or the state authorities are required to file Form ADV. This includes both large and small advisers managing client assets.

How to fill out form adv?

To fill out Form ADV, advisers must provide detailed information about their business structure, including ownership, services offered, client types, fee structures, and disciplinary history. The form consists of multiple parts that require various disclosures.

What is the purpose of form adv?

The purpose of Form ADV is to provide transparency and disclosure to clients and regulators about an investment adviser's practices, services, and potential conflicts of interest.

What information must be reported on form adv?

Form ADV requires the reporting of information such as the adviser’s name, contact details, business structure, services provided, fee arrangements, number of clients, and any disciplinary history.

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