Why this placeholder exists
Vinita Financial is in the final stages of registering our advisory practice with the Securities and Exchange Commission. During this transition, the official Form CRS (Customer Relationship Summary) PDF is being prepared for filing and public posting. Until acceptance is complete we provide this summary of what the final Form CRS will contain so clients have immediate transparency.
Relationship summary commitments
- Once registration is effective, the full Form CRS will be posted here and delivered automatically to all clients and prospects.
- We will outline the types of services offered, including planning engagements, fiduciary investment management, and prosperity stewardship programs.
- Fee schedules, billing cadence, and expense examples will be provided with total cost visibility.
- Conflicts of interest, disciplinary history (if any), and how to obtain more information will be disclosed in plain language.
- Clients will receive instructions for how to request the Form CRS in alternative formats or languages.
Current advisory status
We are operating in a pre-registration planning capacity. Investment advisory services that require SEC registration will begin only after our Form ADV and Form CRS filings are accepted. Existing prosperity planning services continue under our insurance and consulting licenses without discretionary asset management until the SEC process concludes.
What clients can expect next
- Receive notification via email and the Trust Center once the Form CRS is approved.
- Review the final PDF, which will replace this page and be permanently archived for reference.
- Schedule a briefing with the Prosperity Concierge to walk through any questions about the relationship summary.
- Access complementary documents, including the Form ADV Part 2A brochure and Form ADV Part 2B supplement for supervised persons.
How to contact us
Email trust@vinitafinancial.com or call (669) 300-9131. We will provide status updates within two business days and ensure you have the latest filings as soon as they are available.
Document control
- This placeholder was last updated on May 11, 2025.
- The official Form CRS will supersede this page immediately upon filing acceptance.
- Archived versions of the placeholder and final Form CRS will remain accessible through the Trust Center record.