Audit Form ADV Before You File.
Cross-reference your Part 1 against Part 2A disclosures in 60 seconds. Catch inconsistencies before examiners do.
20 free runs/month · No credit card · Just enter CRD#
Time Until IARD Filing Deadline
How It Works
Upload
All we need is your CRD. We pull your Form ADV Part 1A and Part 2A brochures.
Extract
AI reads every checkbox, schedule, and disclosure. Structured data pulled from unstructured filings.
Compare
Cross-references Part 1 items against Part 2A disclosures. Flags mismatches and omissions.
Report
Get a prioritized finding list with severity ratings and specific language suggestions to fix each issue.
Why ADV Consistency Matters
SEC examiners cross-reference Part 1 and Part 2 looking for exactly these issues
Custody Mismatch
Part 1 Item 9 reports custody but Part 2A Section 15 omits custody disclosures entirely.
Fee Discrepancy
Part 1 Item 5 compensation types conflict with Part 2A Item 5 fee schedule descriptions.
Missing Disclosures
Part 1 DRPs filed but Part 2A Item 9 legal/disciplinary section is blank or outdated.
The PitCrew Solution
The Form ADV Auditor reads both documents simultaneously, maps every Part 1 checkbox to the corresponding Part 2A disclosure, and surfaces gaps before you file your annual amendment.
What This Agent Automates
- check_circle Part 1 checkbox extraction and interpretation
- check_circle Part 2A narrative disclosure parsing
- check_circle Cross-reference mapping between Part 1 items and Part 2A sections
- check_circle Severity-rated finding reports with remediation language
- check_circle Schedule D and DRP consistency verification
What It Eliminates
- close 4–6 hours of manual side-by-side document review
- close Missed inconsistencies that trigger examiner scrutiny
- close Filing amendments with unresolved discrepancies
- close Compliance consultant fees for routine annual checks
- close Stale disclosures carried forward from prior filings
Example Audit Findings
Real output from an automated ADV consistency audit:
Custody — Item 9 vs Section 15
CRITICAL: Part 1 Item 9A(2) indicates you have custody through fee deduction. Part 2A does not include required custody disclosures in Item 15 or describe the surprise examination arrangement.
Action Required: Add custody disclosure language to Part 2A Item 15 before filing.
Compensation — Item 5 vs Item 5
WARNING: Part 1 Item 5.E reports "other" compensation but Part 2A Item 5 fee schedule only describes asset-based fees. Additional compensation type is undisclosed.
Review: Clarify or add disclosure for other compensation sources.
Disciplinary History — Item 11 vs Item 9
PASS: Part 1 Item 11 reports no disciplinary history. Part 2A Item 9 correctly states no legal or disciplinary events to disclose. Consistent.
No action needed.
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