# Goldfinch Financial, Inc.

> Goldfinch Financial, Inc. is a state-registered investment advisory firm in Manchester, NH, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated January 14, 2026.

- CRD: 172632
- Filed as: GOLDFINCH FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manchester, NH
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172632
- AdvisorCensus page: https://advisorcensus.com/firm/goldfinch-financial-inc-manchester-nh-172632

## Quick answers

**How is Goldfinch Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Goldfinch Financial, Inc. reports these compensation arrangements: hourly charges.

**Where is Goldfinch Financial, Inc. located?**
Goldfinch Financial, Inc.'s principal office is in Manchester, NH, according to its Form ADV.

**Is Goldfinch Financial, Inc. registered with the SEC or a state?**
Goldfinch Financial, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 172632.

**Does Goldfinch Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172632

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldfinchfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goldfinch Financial, Inc. (CRD 172632): Form ADV filing data as of October 2026.
