adv_firm_profile

Pack: sec-adv · Connect: https://pipeworx.io/mcp (see Connect below for a single-pack URL)

No MCP client? Call it directly: GET https://gateway.pipeworx.io/v1/tools/adv_firm_profile for the schema, then POST the same URL with its arguments for the data.

Get the SEC Form ADV / IAPD profile for an investment-adviser firm by its CRD number (the firm_source_id / CRD returned by adv_search_firm). Returns basic firm info, registration status, SEC number, notice-filing jurisdictions, disclosure flag, Form ADV Part 2 brochure list, and direct links to the full Form ADV report PDF. Note: reported AUM, client counts, and detailed disciplinary/disclosure narratives live inside the Form ADV filing itself — use the returned brochure/report PDF links for those.

Parameters

Example call

Arguments

{
  "crd": "107342"
}

curl

curl -X POST https://gateway.pipeworx.io/sec-adv/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"adv_firm_profile","arguments":{"crd":"107342"}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('adv_firm_profile', {
  "crd": "107342"
});

Connect

Add this to your MCP client config — every tool in the catalog, including this one — or use one-click install buttons:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://pipeworx.io/mcp"
    }
  }
}

{
  "mcpServers": {
    "sec-adv": {
      "url": "https://gateway.pipeworx.io/sec-adv/mcp"
    }
  }
}

See Getting Started for client-specific install steps.