{
  "crd_number": 329172,
  "slug": "finn-san-francisco-ca-329172",
  "primary_business_name": "FINN",
  "legal_name": "GET MOVING INC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 4093402.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 4093402.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4093402.0,
      "count": 1898
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://getfinn.us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329172",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/finn-san-francisco-ca-329172",
  "display_name": "Finn",
  "summary": "Finn is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Finn (CRD 329172): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Finn compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Finn reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Finn's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 states: Asset-based fee: 0.3% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Finn located?",
      "a": "Finn's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Finn registered with the SEC or a state?",
      "a": "Finn is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329172."
    },
    {
      "q": "How much does Finn manage?",
      "a": "Finn reports $4,093,402 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (0% discretionary)."
    },
    {
      "q": "How have Finn's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Finn: Regulatory assets under management: $0 in the October 2024 data and $4,093,402 in the October 2026 data. Total employees: 2 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Finn serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,898)."
    },
    {
      "q": "Which custodians does Finn use?",
      "a": "Finn's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Finn 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/329172"
    },
    {
      "q": "Does Finn state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 says: \"There is no account minimum.\""
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4105868.0,
      "total_employees": 3,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4093402.0,
      "total_employees": 4,
      "filing_date": "2026-08-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 17, 2026",
    "tiers": [],
    "flat_rate": "0.3% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% of assets a year"
        ],
        "quotes": [
          "The Advisory Fee charged by Finn is a 0.3% fee on assets under management for the treasury and corporate bond holdings only.",
          "Finn reserves the right to charge a lower amount than this to clients."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum."
        ]
      }
    ],
    "quotes": [
      "The Advisory Fee charged by Finn is a 0.3% fee on assets under management for the treasury and corporate bond holdings only.",
      "Finn reserves the right to charge a lower amount than this to clients.",
      "There is no account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alpaca Securities LLC",
      "name_as_filed": "ALPACA SECURITIES LLC",
      "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/finn-san-francisco-ca-329172.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1898,
      "fewer_than_5": false,
      "raum": 4093402.0
    }
  ],
  "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/329172",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}