AdvisorCensus / Financial advisors / Texas / Dallas / Fivancial Advisors, Inc.
Fivancial Advisors, Inc. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is Fivancial Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Fivancial Advisors, Inc. reports these compensation arrangements: subscription fees (for a newsletter or periodical).
Where is Fivancial Advisors, Inc. located?
Fivancial Advisors, Inc.'s principal office is in Dallas, TX, according to its Form ADV.
Is Fivancial Advisors, Inc. registered with the SEC or a state?
Fivancial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336326.
How much does Fivancial Advisors, Inc. manage?
Fivancial Advisors, Inc. reports $925 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (0% discretionary).
How have Fivancial Advisors, Inc.'s assets and staff changed since 2025?
In the Form ADV data for Fivancial Advisors, Inc.: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fivancial Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96).
Does Fivancial Advisors, Inc. 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/336326
What changed in Fivancial Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $512 to $925 (+81%).
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- Subscription fees (for a newsletter or periodical)
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 2ASee the firm's brochure (dated July 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$925 as of October 2026, filing dated July 28, 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 individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $925 | 1 | July 28, 2026 |
| October 2025 | Not reported | 1 | May 28, 2025 |
Total employees: 1 in October 2025 and 1 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- April 2026
- Regulatory assets under management went from $512 to $925 (+81%).
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. Fivancial Advisors, Inc. (CRD 336326): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fivancial-advisors-inc-dallas-tx-336326