adv_firm_profile
Pack: sec-adv · Endpoint: https://gateway.pipeworx.io/sec-adv/mcp
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
| Name | Type | Required | Description |
|---|---|---|---|
crd | string | yes | Firm CRD number (a.k.a. firm_source_id), e.g. “107342” for Fisher Investments. |
Example call
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":{}}}'Connect
Add this to your MCP client config, or use one-click install buttons:
{
"mcpServers": {
"sec-adv": {
"url": "https://gateway.pipeworx.io/sec-adv/mcp"
}
}
}See Getting Started for client-specific install steps.