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Firm profile

Finvest

SAN FRANCISCO, CACRD 329172Latest ADV June 4, 2026

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
4
Offices
--
Total Clients
1,898
Primary office
SAN FRANCISCO, CA
425 2ND STREET, STE 601, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOShivam Bharuka
CCOShivam Bharuka

Advisory services offered

2 types reported
Educational seminars/workshops
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%
1,898

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4Mas of June 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$4M
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$4M
Total Accounts1,898
10Y AUM Change+$4M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee475:1
10Y Employee Change+2 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.