BROOKLYN, NYCRD 287476Latest ADV February 16, 2026
Thinking Big Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated February 16, 2026, reports $93M in regulatory assets under management, 2 employees, 1 office, and 395 accounts.
Assets Under Management
$93M
Employees
2
Offices
1 office
Total Clients
93
Primary office
BROOKLYN, NY
355 COURT STREET, 2ND FLOOR, BROOKLYN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.5% of total clients.
Top client categories% of clientsClients
1
Individuals
64.5%
60
2
HNWI
35.5%
33
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$93Mas of February 16, 2026
Discretionary100.0%
$93M
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$93M
Total Accounts395
10Y AUM Change+$55M (+145.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
10Y Employee Change-1 (-33.3%)
* 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.