Investment adviser · CRD 336326
FIVANCIAL ADVISORS, INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $925 Form ADV · Item 5.F
- Client accounts
- 96 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 96 | $925 | 100.0% |
Filing source
Form ADV 2122617 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Subscription
Principal office
5910 N. CENTRAL EXPRESSWAY, SUITE 1400DALLAS, TX, 75206, United States
CRD 336326
Filing source
Form ADV 2122617 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.