ria-adv-crs-compliance-checklist

ria-adv-crs-compliance-checklist is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 86 tokens per session (832 once invoked), scanned A, original, MIT.

A compliance checklist for registered investment advisers, or RIAs—firms that give investment advice for a fee. It covers recurring duties involving regulatory filings, client disclosures, marketing, custody, and records.

In plain words
What is it for?
Use it during annual Form ADV updates, Form CRS delivery, marketing or testimonial reviews, and books-and-records checks.
Why use it?
It turns broad compliance questions into specific checks before filings, client deliveries, advertisements, or regulatory examinations. It also notes that rules should be verified with the firm's compliance officer.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Needs its repository: it reads a path above its own folder, which exists only inside the repository. The line is **Industry front door for [checklist](../checklist/SKILL.md).** Adds domain triggers, example, packs only. Parent Process unchanged..

Good fit Use it during annual Form ADV updates, Form CRS delivery, marketing or testimonial reviews, and books-and-records checks.

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Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/deciqAI/knowledge-skills
agentmods
npx agentmods add skills/deciqai/knowledge-skills/ria-adv-crs-compliance-checklist

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

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README.md
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Per session 86 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 832 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00086 $0.00832
Opus 5 $0.00043 $0.00416
Sonnet 5 $0.00017 $0.00166
Haiku 4.5 $0.00009 $0.00083

Measured 9d ago against content hash c7ee4cf5af3e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ria-adv-crs-compliance-checklist scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

ria-adv-crs-compliance-checklist/SKILL.md · 57 lines

How it starts

The opening of the file, as written. The whole thing — 57 lines — stays where its author put it; the contents beside it link to each section on GitHub.

RIA — ADV / Form CRS Compliance Checklist

Industry front door for checklist. Adds domain triggers, example, packs only. Parent Process unchanged. Not legal or compliance advice. Verify against current SEC/state rules and your CCO before filing or publishing.

Activate when: annual ADV amendment season; onboarding/updating Form CRS delivery; launching marketing/testimonials; a mock/real exam; "are we books-and-records compliant?", "can we post this ad/testimonial?" Do NOT activate when: the question is portfolio construction, not compliance.

Why this variant

The parent checklist converts "are we covered?" into a verifiable gate. RIA regulation is a set of recurring, penalty-backed gates (ADV update, CRS delivery, Marketing Rule, Custody, Books & Records). This maps those obligations onto the parent's gate discipline.

Domain inputs → parent's gate

Checklist items (state/SEC as applicable):

  • ADV Part 1/2A/2B annual amendment within 90 days of fiscal year-end; material-change interim updates.
  • Form CRS delivered to retail clients at/before engagement; filed; posted.
  • Marketing Rule (206(4)-1, 2021): testimonials/endorsements disclosed & overseen; no cherry-picked performance; substantiation on hand.
  • Custody Rule 206(4)-2: qualified custodian, account statements, surprise exam if deemed custody.
  • Books & Records 204-2: required records retained (generally 5 yrs, first 2 easily accessible).
  • Reg S-P privacy notice; Code of Ethics 204A-1; AML as applicable.

Worked example

Advisor wants to post a client testimonial on the website. → Gate: Marketing Rule requires disclosures (whether compensated, material conflicts), advisor oversight, and records. Missing disclosure = fail → do not publish until the item clears.

Compliance anchors

  • Advisers Act Rules 204-2, 204A-1, 206(4)-1, 206(4)-2; Reg S-P; Form ADV & CRS instructions.

Packs

  • Solo/small RIA: annual compliance calendar tied to fiscal year-end.
  • CCO: exam-ready evidence binder per rule; testing log.

Read the full file on GitHub · 57 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 57 lines · 86 tokens per session scan A c7ee4cf5af3e

Subscribe to this mod's changes

ria-adv-crs-compliance-checklist is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 11d ago), licensed MIT. It adds 86 tokens to every session and 832 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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