# Finhabits Advisors, LLC

> 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.

- CRD: 210522
- Filed as: FINHABITS ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/210522
- AdvisorCensus page: https://advisorcensus.com/firm/finhabits-advisors-llc-new-york-ny-210522

## Quick answers

**How is Finhabits Advisors, LLC compensated?**
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).

**How much does Finhabits Advisors, LLC charge?**
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.

**Where is Finhabits Advisors, LLC located?**
Finhabits Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Finhabits Advisors, LLC registered with the SEC or a state?**
Finhabits Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 210522.

**How much does Finhabits Advisors, LLC manage?**
Finhabits Advisors, LLC reports $115,963,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Finhabits Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Finhabits Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29,460).

**Which custodians does Finhabits Advisors, LLC use?**
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.

**Does Finhabits 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/210522

**What changed in Finhabits Advisors, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Subscription: $10 a month (access to three Accounts and access to the Finhabits Premium Content)

> Finhabits Platform Monthly Subscription Fee: For a $10 monthly Subscription Fee, you have access to three Accounts

- Subscription: $99 a year (access to three Accounts and access to the Finhabits Premium Content)

> Finhabits Platform Yearly Subscription Fee: For a $99 yearly Subscription Fee, you have access to three Accounts

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

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $115,963,000
- Discretionary: $115,963,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29,460 | $115,963,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 11 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finhabits.com
- open.spotify.com/show/5p4iOJIpr3NneDoDOMbHSs
- Facebook @FINHABITS
- Instagram @finhabits
- LinkedIn @10298952
- TikTok @finhabits
- X @FINHABITS
- YouTube @FINHABITS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $65,308,782 | 10 | July 29, 2021 |
| October 2022 | $70,571,123 | 15 | March 30, 2022 |
| October 2023 | $72,138,166 | 15 | March 24, 2023 |
| October 2024 | $82,427,767 | 15 | February 26, 2024 |
| October 2025 | $96,059,702 | 11 | February 5, 2025 |
| October 2026 | $115,963,000 | 11 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $96,059,702 to $115,963,000 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finhabits Advisors, LLC (CRD 210522): Form ADV filing data as of October 2026.