SAN FRANCISCO, CACRD 329172Latest ADV November 21, 2025
Finvest is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated November 21, 2025, reports $4M in regulatory assets under management, 3 employees, and 534 accounts.
Assets Under Management
$4M
Employees
3
Offices
--
Total Clients
534
Primary office
SAN FRANCISCO, CA
425 2ND STREET, STE 601, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
534
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4Mas of November 21, 2025
Discretionary100.0%
$4M
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$4M
Total Accounts534
10Y AUM Change+$4M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee178:1
10Y Employee Change+1 (+50.0%)
* 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.