COMPLETE ADVISORS

Legal name: COMPLETE ADVISORS PLUS LLC

CRD 307127File 801-118206

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$84.2M

Bottom 25% of cohort (national)

Discretionary AUM

$66.8M

Non-discretionary $17.4M

Clients

25 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 13, 2020
Principal office: 181 S. FRANKLIN AVE., SUITE 303, VALLEY STREAM, NY, 11581
Phone: 516-240-6161
Website: http://www.completeadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $84.2M
Discretionary AUM: $66.8M
Non-discretionary AUM: $17.4M
Discretionary accounts: 16
Non-discretionary accounts: 9
Total accounts: 25
AUM per client: $3.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	16	$66.8M
Pension and profit sharing plans	9	$17.4M
Individuals (other than high net worth individuals)	Fewer than 5	Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.