# Financial Avengers, Inc.

> Financial Avengers, Inc. is an SEC-registered investment advisory firm in Oakland, CA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 119636
- Filed as: FINANCIAL AVENGERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119636
- AdvisorCensus page: https://advisorcensus.com/firm/financial-avengers-inc-oakland-ca-119636

## Quick answers

**How is Financial Avengers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Avengers, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Avengers, Inc. located?**
Financial Avengers, Inc.'s principal office is in Oakland, CA, according to its Form ADV.

**Is Financial Avengers, Inc. registered with the SEC or a state?**
Financial Avengers, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 119636.

**How much does Financial Avengers, Inc. manage?**
Financial Avengers, Inc. reports $488,401,241 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Financial Avengers, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Financial Avengers, Inc.: Regulatory assets under management: $303,838,810 in the October 2021 data and $488,401,241 in the October 2026 data, up 61%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Avengers, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (75).

**Which custodians does Financial Avengers, Inc. use?**
Financial Avengers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Avengers, Inc. 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/119636

**What changed in Financial Avengers, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $433,314,801 to $488,401,241 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $488,401,241
- Discretionary: $488,401,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $28,084,739 |
| High net worth individuals | 131 | $458,574,643 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,741,859 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [financialavengers.com](https://financialavengers.com)
- Facebook @financialavengers
- Instagram @financialavengers
- Instagram @financialavengersinc
- X @FINAVENGERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $303,838,810 | 2 | March 22, 2021 |
| October 2022 | $337,586,672 | 2 | March 15, 2022 |
| October 2023 | $312,066,586 | 2 | March 17, 2023 |
| October 2024 | $366,797,865 | 2 | April 10, 2024 |
| October 2025 | $433,314,801 | 2 | March 29, 2025 |
| October 2026 | $488,401,241 | 2 | March 30, 2026 |

Regulatory assets under management: $303,838,810 in the October 2021 data and $488,401,241 in the October 2026 data, up 61%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $433,314,801 to $488,401,241 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Avengers, Inc. (CRD 119636): Form ADV filing data as of October 2026.