---
title: On-Demand Webinar | ADV
description: Join our on-demand webinar to learn how compliance topics impact Form ADV disclosures and ensure your firm is SEC-ready. Access valuable insights and strategies now.
---

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#### ON-DEMAND WEBINAR

# Form ADV Demystified: A Practical Guide for Investment Advisors

How do evolving compliance topics—like artificial intelligence (AI) and the SEC’s marketing rule—impact your Form ADV disclosures? Watch this webinar replay to ensure your firm is accurately reporting clients and assets.

Designed for all investment advisers: wealth managers, private fund advisors, exempt reporting advisers, and family offices.

Access the Replay Now — Fill out the form to watch.

#### Ready to tackle T+1 with ease?

### Access Our On-Demand Webinar

### Keynote Speakers

##### ![Lori -Headshot](https://info.stpis.com/hs-fs/hubfs/Lori%20-Headshot.png?width=200&height=200&name=Lori%20-Headshot.png)

## Lori Weston

Head of Compliance

![Under-shadow](https://info.stpis.com/hubfs/Under-shadow.png "Under-shadow")

##### ![Cynthia -Headshot](https://info.stpis.com/hs-fs/hubfs/Cynthia%20-Headshot.png?width=200&height=200&name=Cynthia%20-Headshot.png)

Cynthia Kelly  
Senior Compliance Consultant

![Under-shadow](https://info.stpis.com/hubfs/Under-shadow.png "Under-shadow")

 

 

 

 

 

 

 

 

 

 

 

#### WEBINAR DETAILS

## Form ADV: Navigating Compliance Challenges in 2025

#### What You’ll Learn:

- How trending regulatory topics affect Form ADV and client disclosures
- Insights from the SEC’s latest FAQs on Form ADV
- Proper client counting and reporting—including family accounts and non-paying clients
- The correct formula for calculating RAUM
- How to ensure consistency across Form ADV, your Firm Brochure, and Form CRS

### Ensure Your Form ADV is SEC-Ready

Download this free guide to ensure your disclosures are consistent, compliant, and SEC-ready.

![STP Cover Image](https://info.stpis.com/hs-fs/hubfs/STP%20Cover%20Image.png?width=1545&height=2000&name=STP%20Cover%20Image.png "STP Cover Image")

[Download Guide](https://info.stpis.com/form-adv-consistency-guide)

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