{
  "crd_number": 326858,
  "slug": "finq-ai-tel-aviv-326858",
  "primary_business_name": "FINQ AI",
  "legal_name": "FINQ AI LLC",
  "dbas": [],
  "city": "Tel Aviv",
  "state": null,
  "country": "Israel",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-12",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 41,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 0.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/finqai",
    "https://finqai.com",
    "https://instagram.com/finq_ai",
    "https://linkedin.com/company/finqai",
    "https://x.com/FINQ_AI",
    "https://youtube.com/channel/UCmtuNwfh-yV4D5YHH9VuyuA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326858",
  "city_as_filed": "TEL AVIV",
  "url": "https://advisorcensus.com/firm/finq-ai-tel-aviv-326858",
  "display_name": "Finq AI",
  "summary": "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.",
  "citation": "AdvisorCensus. Finq AI (CRD 326858): 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 investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Finq AI compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Finq AI reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Finq AI charge?",
      "a": "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."
    },
    {
      "q": "Where is Finq AI located?",
      "a": "Finq AI's principal office is in Tel Aviv, Israel, according to its Form ADV."
    },
    {
      "q": "Is Finq AI registered with the SEC or a state?",
      "a": "Finq AI is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326858."
    },
    {
      "q": "How much does Finq AI manage?",
      "a": "Finq AI reports $0 in regulatory assets under management in its Form ADV filing dated February 10, 2026."
    },
    {
      "q": "How have Finq AI's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Finq AI serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2)."
    },
    {
      "q": "Does Finq AI 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/326858"
    },
    {
      "q": "What changed in Finq AI's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 41,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 3.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 14, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.4% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $40 a month (Ranking and Model Services)",
      "Subscription: $350 a year (Ranking and Model Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% of assets a year"
        ],
        "quotes": [
          "Portfolio management fees are not negotiable, and all Clients are charged an annualized portfolio management fee of 0.40%."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $40 a month (Ranking and Model Services)"
        ],
        "quotes": [
          "Clients who choose a monthly Ranking and Model Services plan will pay a monthly subscription fee of $40."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $350 a year (Ranking and Model Services)"
        ],
        "quotes": [
          "Clients who choose the annual Ranking and Model Services plan will pay an annual subscription fee of $350."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 40.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Ranking and Model Services"
        },
        {
          "kind": "subscription",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Ranking and Model Services"
        }
      ]
    },
    "quotes": [
      "Portfolio management fees are not negotiable, and all Clients are charged an annualized portfolio management fee of 0.40%.",
      "Clients who choose a monthly Ranking and Model Services plan will pay a monthly subscription fee of $40.",
      "Clients who choose the annual Ranking and Model Services plan will pay an annual subscription fee of $350."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/finq-ai-tel-aviv-326858.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/326858",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}