Finiat, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Dora, FL. Its latest Form ADV filing, dated March 3, 2026, reports $26M in regulatory assets under management, 7 employees, 1 office, and 1 account.
Assets Under Management
$26M
Employees
7
Offices
1 office
Total Clients
<5
Primary office
MOUNT DORA, FL
808 NORTH DONNELLY ST., MOUNT DORA, FL, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$26Mas of March 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$26M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$26M
Total Accounts1
10Y AUM Change+$26M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee0:1
10Y Employee Change+3 (+75.0%)
* 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.