Form ADV

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Definition of 'Form ADV'

The Form ADV is a disclosure document that investment advisers are required to file with the Securities and Exchange Commission (SEC). The form provides information about the adviser's business, qualifications, and fees. It also includes a description of the adviser's investment strategies and conflicts of interest.

The Form ADV is an important document for investors to review before they invest with an adviser. It provides information that can help investors make informed decisions about whether or not to work with an adviser.

The Form ADV is divided into two parts: Part 1A and Part 2A. Part 1A provides general information about the adviser, including their business, qualifications, and fees. Part 2A provides more detailed information about the adviser's investment strategies and conflicts of interest.

The Form ADV is available to the public on the SEC's website. Investors can also request a copy of the form from the adviser directly.

The Form ADV is an important document that investors should review before they invest with an adviser. It provides information that can help investors make informed decisions about whether or not to work with an adviser.

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