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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Professional Financial Advisors have?","answer":"Professional Financial Advisors has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Professional Financial Advisors invest in?","answer":"At the end of its last fiscal year, Professional Financial Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Professional Financial Advisors?","answer":"Professional Financial Advisors’ direct owners are Douglas Peterson (25% to 50%), Dana F. Cole & Company, LLP (25% to 50%) and Marc Werkmeister (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Professional Financial Advisors get paid?","answer":"Professional Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Professional Financial Advisors registered with the SEC?","answer":"Yes, Professional Financial Advisors has been registered with the SEC as an investment adviser since 10 April 2019. 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