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POKET FINANCIAL, LLC
CRD 221523File 801-96260
APPROVED
Retail clients
Custody
Filing as of Apr 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$760K
Bottom 25% of cohort (national)
Discretionary AUM
$760K
Clients
8
8 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 13, 2015
- Principal office
- GORRITI 4945, CIUDAD DE BUENOS AIRES 1414, 1414
- Phone
- +5411 4833 6387
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760K
- Discretionary AUM
- $760K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $95K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 8 | $760K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| May 1, 2026 | Clients | 6 | 8 | increased by2 |
| May 1, 2026 | AUM | $453,247 | $760,000 | increased by$306,753 |
| May 1, 2026 | Accounts | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 6 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $453,247 | increased by$453,247 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 6 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POKET FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POKET FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.