Finarc Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Norwood, MA. Its latest Form ADV filing, dated March 27, 2026, reports $188M in regulatory assets under management, 4 employees, and 377 accounts.
Assets Under Management
$188M
Employees
4
Offices
--
Total Clients
93
Primary office
NORWOOD, MA
3 EDGEWATER DRIVE, SUITE 301, NORWOOD, MA, United States
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
52
2
Individuals
44.1%
41
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 27, 2026
Discretionary100.0%
$188M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$188M
Total Accounts377
10Y AUM Change+$70M (+59.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.