Challenge Everything Financial Llc
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ADV data as of Sep 07, 2026
- Regulatory AUM
- $3.1M
- Discretionary
- $3.1M
- Clients
- 25
- Avg AUM / client
- $124K
- Accounts
- 75
- Employees
- 1
AUM over time
$3.1M
$3.1M
May 13, 2026
Sep 7, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $3.1M | 100.0% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Edward Pyle | Registered representative | Chartered Financial Consultant | Feb 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • FIXED FEE FROM AUM (NOT PERCENTAGE)
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 07, 2026.
View current Form ADV (SEC/IAPD) ↗