# 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.

- CRD: 326858
- Filed as: FINQ AI
- Legal name: Finq AI LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tel Aviv, Israel
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326858
- AdvisorCensus page: https://advisorcensus.com/firm/finq-ai-tel-aviv-326858

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2025)

- Asset-based fee: 0.4% of assets a year

> 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)

> 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)

> Clients who choose the annual Ranking and Model Services plan will pay an annual subscription fee of $350.

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 41 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finqai.com
- Facebook @finqai
- Instagram @finq_ai
- LinkedIn @finqai
- X @FINQ_AI
- YouTube @UCmtuNwfh-yV4D5YHH9VuyuA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | March 7, 2025 |
| October 2026 | $0 | 41 | February 10, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finq AI (CRD 326858): Form ADV filing data as of October 2026.
