# 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.

- CRD: 336326
- Filed as: FIVANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336326
- AdvisorCensus page: https://advisorcensus.com/firm/fivancial-advisors-inc-dallas-tx-336326

## Quick answers

**How 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

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $925
- Discretionary: $0
- Non-discretionary: $925

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $925 |

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

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

### Websites listed on Form ADV (Item 1.I)
- banksocial.io
- Instagram @banksocial.io
- LinkedIn @banksocial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 1 | May 28, 2025 |
| October 2026 | $925 | 1 | July 28, 2026 |

Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $512 to $925 (+81%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fivancial Advisors, Inc. (CRD 336326): Form ADV filing data as of October 2026.