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This document serves as the Form ADV, which is the application for investment adviser registration and the report for exempt reporting advisers. It includes identifying information about Poorman Creek Capital Advisors, LLC, along with details about its business practices, regulatory assets under management, clients, compensation arrangements, and compliance information.
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How to fill out form adv
How to fill out form adv
01
Obtain the form ADV from the appropriate regulatory agency or website.
02
Read the instructions carefully to understand the requirements.
03
Fill out Section 1 with your firm's identifying information, including name, address, and contact details.
04
Complete Section 2 to disclose information about the firm's business practices, fees, and services.
05
Provide the necessary details in Section 3 about the individuals who manage the firm and their professional background.
06
Review the form for accuracy and completeness.
07
Sign and date the form where required.
08
Submit the completed form ADV to the relevant regulatory authority.
Who needs form adv?
01
Investment advisers who manage assets for clients.
02
Firms offering financial planning or investment advice.
03
Individuals seeking registration to offer advisory services.
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What is form adv?
Form ADV is a regulatory document used by investment advisers to register with the SEC and state regulators. It provides information about the adviser's business, ownership, clients, and employees.
Who is required to file form adv?
Investment advisers who manage assets or provide advice about securities and who are seeking registration with the SEC or state regulators are required to file Form ADV.
How to fill out form adv?
Form ADV is filled out online through the Investment Adviser Registration Depository (IARD) system. Advisers must provide detailed information about their business practices, fees, and backgrounds.
What is the purpose of form adv?
The purpose of Form ADV is to provide transparency to investors by disclosing the characteristics, strategies, and potential conflicts of interest associated with the investment adviser's services.
What information must be reported on form adv?
Form ADV requires advisers to report information including their business structure, ownership, services provided, fee structures, disciplinary history, and details about their clientele.
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