# Financehq LLC

> Financehq LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated September 23, 2026.

- CRD: 325157
- Filed as: FINANCEHQ LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325157
- AdvisorCensus page: https://advisorcensus.com/firm/financehq-llc-new-york-ny-325157

## Quick answers

**How is Financehq LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financehq LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Financehq LLC located?**
Financehq LLC's principal office is in New York, NY, according to its Form ADV.

**Is Financehq LLC registered with the SEC or a state?**
Financehq LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325157.

**How have Financehq LLC's assets and staff changed since 2023?**
In the Form ADV data for Financehq LLC: Total employees: 3 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financehq LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (956); high net worth individuals (302).

**Does Financehq LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325157

**Does Financehq LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 19, 2026 says: "There are no minimum requirements for Clients who use the FinanceHQ platform."

**What changed in Financehq LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Account minimum: None

> There are no minimum requirements for Clients who use the FinanceHQ platform.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 956 | $0 |
| High net worth individuals | 302 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financehq.com
- Facebook @financehq
- LinkedIn @financehqofficial
- TikTok @financehqofficial
- TikTok @hellofinancehq
- X @financehq_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 3 | April 12, 2023 |
| October 2024 | Not reported | 3 | July 11, 2024 |
| October 2025 | Not reported | 2 | February 19, 2025 |
| October 2026 | Not reported | 1 | September 23, 2026 |

Total employees: 3 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in DC, VT, WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financehq LLC (CRD 325157): Form ADV filing data as of October 2026.