# Fingage Advisors LLC

> Fingage Advisors LLC is an SEC-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 283340
- Filed as: FINGAGE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283340
- AdvisorCensus page: https://advisorcensus.com/firm/fingage-advisors-llc-283340

## Quick answers

**How is Fingage Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fingage Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Fingage Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 0.35% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Fingage Advisors LLC registered with the SEC or a state?**
Fingage Advisors LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283340.

**How much does Fingage Advisors LLC manage?**
Fingage Advisors LLC reports $2,116,884 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (16% discretionary).

**How have Fingage Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Fingage Advisors LLC: Regulatory assets under management: $15,909,065 in the October 2021 data and $2,116,884 in the October 2026 data, down 87%. Total employees: 3 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fingage Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

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

**Does Fingage 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/283340

**What changed in Fingage Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,137,314 to $2,116,884 (+86%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 0.35% of assets a year (the maximum the brochure states)

> Fingage utilizes the proprietary investment technology from Fingage Holdings Inc. to provide personalized financial advisory services and charges an annualized fee which can be as high as 0.35% on a Client’s assets under management.

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

### Custodians (Schedule D, Section 5.K(3))
- Broadridge Matrix
- 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: $2,116,884
- Discretionary: $330,354
- Non-discretionary: $1,786,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,116,884 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fingage.com](https://fingage.com)
- LinkedIn @18076269

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,909,065 | 3 | March 29, 2021 |
| October 2022 | $19,013,350 | 3 | March 31, 2022 |
| October 2023 | $1,189,374 | 1 | March 31, 2023 |
| October 2024 | $1,782,812 | 1 | September 30, 2024 |
| October 2025 | $1,137,314 | 1 | March 31, 2025 |
| October 2026 | $2,116,884 | 1 | March 30, 2026 |

Regulatory assets under management: $15,909,065 in the October 2021 data and $2,116,884 in the October 2026 data, down 87%.
Total employees: 3 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,137,314 to $2,116,884 (+86%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fingage Advisors LLC (CRD 283340): Form ADV filing data as of October 2026.
