# Finanxial Investment Advisors, Corp

> Finanxial Investment Advisors, Corp is a state-registered investment advisory firm in San Juan, PR, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300350
- Filed as: FINANXIAL INVESTMENT ADVISORS, CORP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300350
- AdvisorCensus page: https://advisorcensus.com/firm/finanxial-investment-advisors-corp-san-juan-pr-300350

## Quick answers

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

**Where is Finanxial Investment Advisors, Corp located?**
Finanxial Investment Advisors, Corp's principal office is in San Juan, PR, according to its Form ADV.

**Is Finanxial Investment Advisors, Corp registered with the SEC or a state?**
Finanxial Investment Advisors, Corp is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300350.

**How much does Finanxial Investment Advisors, Corp manage?**
Finanxial Investment Advisors, Corp reports $82,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (90% discretionary).

**What types of clients does Finanxial Investment Advisors, Corp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (32).

**Does Finanxial Investment Advisors, Corp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300350

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $82,000,000
- Discretionary: $74,000,000
- Non-discretionary: $8,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $7,000,000 |
| High net worth individuals | 32 | $75,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finanxial Investment Advisors, Corp (CRD 300350): Form ADV filing data as of October 2026.