Somerset Advisory, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343852
· SEC file 801-137353
· Birmingham, AL
· somersetadvisory.com
☆ Save with Pro
ADV data as of Aug 31, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 6
AUM over time
$0
$0
Aug 21, 2026
Aug 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 31, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have 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: Aug 31, 2026.
View current Form ADV (SEC/IAPD) ↗