{
  "crd_number": 166571,
  "slug": "finarc-investments-inc-norwood-ma-166571",
  "primary_business_name": "FINARC INVESTMENTS, INC.",
  "legal_name": "FINARC INVESTMENTS, INC.",
  "dbas": [],
  "city": "Norwood",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-21",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 187601199.0,
  "raum_discretionary": 187601199.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 22397228.0,
      "count": 41
    },
    "high_net_worth_individuals": {
      "raum": 164321202.0,
      "count": 52
    },
    "corporations_other_businesses": {
      "raum": 882769.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "NY",
    "TX",
    "VT"
  ],
  "websites": [
    "https://facebook.com/FINARCINVESTMENTS",
    "https://finarc.com",
    "https://linkedin.com/COMPANY/FINARC-LLC",
    "https://twitter.com/finarcinvest"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166571",
  "city_as_filed": "NORWOOD",
  "url": "https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571",
  "display_name": "Finarc Investments, Inc.",
  "summary": "Finarc Investments, Inc. is an SEC-registered investment advisory firm in Norwood, MA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Finarc Investments, Inc. (CRD 166571): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Finarc Investments, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Finarc Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Finarc Investments, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $300 an hour (Mutual Fund Analysis, Asset Allocation recommendations for unmanaged…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Finarc Investments, Inc. located?",
      "a": "Finarc Investments, Inc.'s principal office is in Norwood, MA, according to its Form ADV."
    },
    {
      "q": "Is Finarc Investments, Inc. registered with the SEC or a state?",
      "a": "Finarc Investments, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 166571."
    },
    {
      "q": "How much does Finarc Investments, Inc. manage?",
      "a": "Finarc Investments, Inc. reports $187,601,199 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Finarc Investments, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Finarc Investments, Inc.: Regulatory assets under management: $144,884,068 in the October 2021 data and $187,601,199 in the October 2026 data, up 29%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Finarc Investments, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (41)."
    },
    {
      "q": "Which custodians does Finarc Investments, Inc. use?",
      "a": "Finarc Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Finarc Investments, Inc. report any disciplinary disclosures?",
      "a": "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/166571"
    },
    {
      "q": "Does Finarc Investments, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144884068.0,
      "total_employees": 4,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 152567923.0,
      "total_employees": 5,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 136759878.0,
      "total_employees": 5,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 159815915.0,
      "total_employees": 5,
      "filing_date": "2024-03-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 174774427.0,
      "total_employees": 4,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 187601199.0,
      "total_employees": 4,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (Mutual Fund Analysis, Asset Allocation recommendations for unmanaged…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Mutual Fund Analysis, Asset Allocation recommendations for unmanaged…)"
        ],
        "quotes": [
          "Mutual Fund Analysis, Asset Allocation recommendations for unmanaged accounts (e.g., 401k accounts, etc.), or College Savings Program advice/analysis - $300 per hour for money management clients"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Mutual Fund Analysis, Asset Allocation recommendations for unmanaged accounts (e.g., 401k accounts, etc.), or College Sa"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "Mutual Fund Analysis, Asset Allocation recommendations for unmanaged accounts (e.g., 401k accounts, etc.), or College Savings Program advice/analysis - $300 per hour for money management clients"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 22397228.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 164321202.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 882769.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166571",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}