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Fincadia Advisors LLC
Filed as FINCADIA ADVISORS LLC
Fincadia Advisors LLC is an SEC-registered investment advisory firm in Melville, NY, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.
Quick answers
From the filingHow is Fincadia Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Fincadia Advisors LLC reports these compensation arrangements: performance-based fees.
Where is Fincadia Advisors LLC located?
Fincadia Advisors LLC's principal office is in Melville, NY, according to its Form ADV.
Is Fincadia Advisors LLC registered with the SEC or a state?
Fincadia Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338396.
How much does Fincadia Advisors LLC manage?
Fincadia Advisors LLC reports $1,003,630,329 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).
What types of clients does Fincadia Advisors LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Fincadia Advisors 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/338396
Does Fincadia Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Investors in the Fund must meet a minimum initial investment requirement of twenty- five thousand dollars ($25,000). Fincadia may accept lower initial investments in its sole discretion."
What changed in Fincadia Advisors LLC's recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $25,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Investors in the Fund must meet a minimum initial investment requirement of twenty- five thousand dollars ($25,000). Fincadia may accept lower initial investments in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,003,630,329 as of October 2026, filing dated March 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fincadia Advisors LLC (CRD 338396): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fincadia-advisors-llc-melville-ny-338396