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AZNAR FINANCIAL ADVISORS, LLC

· CRD 121388 · IAPD ↗ · aznaradvisors.com · 973-540-8850

$169.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — AZNAR FINANCIAL ADVISORS, LLC (location n/a) left the SEC roster (was $169.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
March 2025 — AZNAR FINANCIAL ADVISORS, LLC now reports custody of client assets ($77.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.