# Finn

> 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.

- CRD: 329172
- Filed as: FINN
- Legal name: GET Moving Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329172
- AdvisorCensus page: https://advisorcensus.com/firm/finn-san-francisco-ca-329172

## Quick answers

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

**What does Finn's brochure say about its fees?**
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.

**Where is Finn located?**
Finn's principal office is in San Francisco, CA, according to its Form ADV.

**Is Finn registered with the SEC or a state?**
Finn is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329172.

**How much does Finn manage?**
Finn reports $4,093,402 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (0% discretionary).

**How have Finn's assets and staff changed since 2024?**
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.

**What types of clients does Finn serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,898).

**Which custodians does Finn use?**
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.

**Does Finn 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/329172

**Does Finn state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "There is no account minimum."

## 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 August 17, 2026)

- Asset-based fee: 0.3% of assets a year

> 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.

- Account minimum: None

> There is no account minimum.

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

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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: $4,093,402
- Discretionary: $0
- Non-discretionary: $4,093,402

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,898 | $4,093,402 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 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)
- getfinn.us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | July 29, 2024 |
| October 2025 | $4,105,868 | 3 | July 16, 2025 |
| October 2026 | $4,093,402 | 4 | August 17, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finn (CRD 329172): Form ADV filing data as of October 2026.