AdvisorCensus / Financial advisors / Finq AI
Finq AI is an SEC-registered investment advisory firm in Tel Aviv, Israel, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.
Quick answers
From the filingHow is Finq AI compensated?
On its Form ADV (Item 5.E, October 2026), Finq AI reports these compensation arrangements: a percentage of assets under its management.
How much does Finq AI charge?
Its Form ADV Part 2A brochure dated August 14, 2025 states: Asset-based fee: 0.4% of assets a year; Subscription: $40 a month (Ranking and Model Services); Subscription: $350 a year (Ranking and Model Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Finq AI located?
Finq AI's principal office is in Tel Aviv, Israel, according to its Form ADV.
Is Finq AI registered with the SEC or a state?
Finq AI is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326858.
How much does Finq AI manage?
Finq AI reports $0 in regulatory assets under management in its Form ADV filing dated February 10, 2026.
How have Finq AI's assets and staff changed since 2025?
In the Form ADV data for Finq AI: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 4 in October 2025 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Finq AI serve?
By number of clients on Form ADV Item 5.D: investment companies (2).
Does Finq AI 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/326858
What changed in Finq AI's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 1 to 3. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% of assets a year
The brochure's wording
Portfolio management fees are not negotiable, and all Clients are charged an annualized portfolio management fee of 0.40%.
Subscription: $40 a month (Ranking and Model Services)
The brochure's wording
Clients who choose a monthly Ranking and Model Services plan will pay a monthly subscription fee of $40.
Subscription: $350 a year (Ranking and Model Services)
The brochure's wording
Clients who choose the annual Ranking and Model Services plan will pay an annual subscription fee of $350.
As stated in the firm's Form ADV Part 2A brochure dated August 14, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated February 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Finq AI LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 41. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 41 | February 10, 2026 |
| October 2025 | $0 | 4 | March 7, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.
Total employees: 4 in October 2025 and 41 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 1 to 3.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Finq AI (CRD 326858): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/finq-ai-tel-aviv-326858