# Finarc Investments, Inc.

> 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.

- CRD: 166571
- Filed as: FINARC INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwood, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166571
- AdvisorCensus page: https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571

## Quick answers

**How is Finarc Investments, Inc. compensated?**
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).

**How much does Finarc Investments, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $300 an hour (Mutual Fund Analysis, Asset Allocation recommendations for…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Finarc Investments, Inc. located?**
Finarc Investments, Inc.'s principal office is in Norwood, MA, according to its Form ADV.

**Is Finarc Investments, Inc. registered with the SEC or a state?**
Finarc Investments, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 166571.

**How much does Finarc Investments, Inc. manage?**
Finarc Investments, Inc. reports $187,601,199 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Finarc Investments, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Finarc Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (41).

**Which custodians does Finarc Investments, Inc. use?**
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.

**Does Finarc Investments, 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/166571

**Does Finarc Investments, Inc. state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $300 an hour (Mutual Fund Analysis, Asset Allocation recommendations for…)

> 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

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

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

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: $187,601,199
- Discretionary: $187,601,199
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $22,397,228 |
| High net worth individuals | 52 | $164,321,202 |
| Corporations or other businesses not listed above | Fewer than 5 | $882,769 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finarc.com
- Facebook @FINARCINVESTMENTS
- LinkedIn @FINARC-LLC
- X @finarcinvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,884,068 | 4 | March 22, 2021 |
| October 2022 | $152,567,923 | 5 | March 8, 2022 |
| October 2023 | $136,759,878 | 5 | April 11, 2023 |
| October 2024 | $159,815,915 | 5 | March 4, 2024 |
| October 2025 | $174,774,427 | 4 | March 29, 2025 |
| October 2026 | $187,601,199 | 4 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finarc Investments, Inc. (CRD 166571): Form ADV filing data as of October 2026.