{
  "crd_number": 210522,
  "slug": "finhabits-advisors-llc-new-york-ny-210522",
  "primary_business_name": "FINHABITS ADVISORS, LLC",
  "legal_name": "FINHABITS ADVISORS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-08-10",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 115963000.0,
  "raum_discretionary": 115963000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 115963000.0,
      "count": 29460
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/FINHABITS",
    "https://finhabits.com",
    "https://instagram.com/finhabits",
    "https://linkedin.com/COMPANY/10298952",
    "https://open.spotify.com/show/5p4iOJIpr3NneDoDOMbHSs",
    "https://tiktok.com/@finhabits",
    "https://twitter.com/FINHABITS",
    "https://youtube.com/FINHABITS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/210522",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/finhabits-advisors-llc-new-york-ny-210522",
  "display_name": "Finhabits Advisors, LLC",
  "summary": "Finhabits Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Finhabits Advisors, LLC (CRD 210522): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Finhabits Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Finhabits Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "How much does Finhabits Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Subscription: $10 a month (access to three Accounts and access to the Finhabits Premium Content); Subscription: $99 a year (access to three Accounts and access to the Finhabits Premium Content). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Finhabits Advisors, LLC located?",
      "a": "Finhabits Advisors, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Finhabits Advisors, LLC registered with the SEC or a state?",
      "a": "Finhabits Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 210522."
    },
    {
      "q": "How much does Finhabits Advisors, LLC manage?",
      "a": "Finhabits Advisors, LLC reports $115,963,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Finhabits Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Finhabits Advisors, LLC: Regulatory assets under management: $65,308,782 in the October 2021 data and $115,963,000 in the October 2026 data, up 78%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Finhabits Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29,460)."
    },
    {
      "q": "Which custodians does Finhabits Advisors, LLC use?",
      "a": "Finhabits Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Finhabits Advisors, LLC 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/210522"
    },
    {
      "q": "What changed in Finhabits Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $96,059,702 to $115,963,000 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 65308782.0,
      "total_employees": 10,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 70571123.0,
      "total_employees": 15,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 72138166.0,
      "total_employees": 15,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 82427767.0,
      "total_employees": 15,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 96059702.0,
      "total_employees": 11,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 115963000.0,
      "total_employees": 11,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $96,059,702 to $115,963,000 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $10 a month (access to three Accounts and access to the Finhabits Premium Content)",
      "Subscription: $99 a year (access to three Accounts and access to the Finhabits Premium Content)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $10 a month (access to three Accounts and access to the Finhabits Premium Content)"
        ],
        "quotes": [
          "Finhabits Platform Monthly Subscription Fee: For a $10 monthly Subscription Fee, you have access to three Accounts"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $99 a year (access to three Accounts and access to the Finhabits Premium Content)"
        ],
        "quotes": [
          "Finhabits Platform Yearly Subscription Fee: For a $99 yearly Subscription Fee, you have access to three Accounts"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 10.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "access to three Accounts and access to the Finhabits Premium Content"
        },
        {
          "kind": "subscription",
          "amount": 99.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "access to three Accounts and access to the Finhabits Premium Content"
        }
      ]
    },
    "quotes": [
      "Finhabits Platform Monthly Subscription Fee: For a $10 monthly Subscription Fee, you have access to three Accounts",
      "Finhabits Platform Yearly Subscription Fee: For a $99 yearly Subscription Fee, you have access to three Accounts"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "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/finhabits-advisors-llc-new-york-ny-210522.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 29460,
      "fewer_than_5": false,
      "raum": 115963000.0
    }
  ],
  "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/210522",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}