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ESSENTIA FUND ADVISORS, LLC

· CRD 312190 · IAPD ↗ · essentia-capital.com · 775-351-9439

$173.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
7Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — ESSENTIA FUND ADVISORS, LLC (location n/a) is newly SEC-registered with $173.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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