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FAAV
FAAV launched in 2023 as a registered investment adviser headquartered in Miami. The firm was established to serve individuals, high-net-worth families,...
FAAV
FAAV launched in 2023 as a registered investment adviser headquartered in Miami. The firm was established to serve individuals, high-net-worth families, corporations, and other business entities. It operates under the brand "Finance as a Verb," signaling a focus on the active, ongoing nature of financial decision-making rather than episodic product sales. The firm's founding coincided with a well-documented migration of wealth and talent to the South Florida market. The firm's disclosed service architecture covers financial planning, retirement planning, and discretionary portfolio management. FAAV is structured as a fee-based RIA — a model that places it in the fiduciary channel alongside independent advisory practices rather than broker-dealer networks. The firm's geographic focus is the domestic US market, with Miami as its operational anchor. Specific asset-class allocation, portfolio construction methodology, and named client mandates are not publicly documented. The firm's scale is opaque. It does not publicly disclose assets under management, client count, or team headcount. FAAV maintains a digital presence at financeasaverb.com, though the firm has not published detailed leadership biographies, team composition, or performance data through its website or major financial databases. No adjacent vehicles — such as philanthropic foundations, real-asset operating companies, or peer-advisory club memberships — are publicly associated with the firm. FAAV represents a post-2020 RIA startup in a destination market. Its structural differentiator is timing and location: the firm was formed during a period when Miami ranked among the top US cities for net inflow of high-income households, creating a growing local addressable market for fiduciary wealth management. The firm's integration of planning and portfolio management under one fee-based roof aligns with the broader RIA industry shift toward consolidated client relationships, though its specific competitive positioning within the crowded South Florida advisory landscape is not yet publicly distinguishable from peers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Frequently asked questions
Is FAAV a single-family office?
No. FAAV is a registered investment adviser that serves multiple clients, not the dedicated private wealth management arm of a single family. The firm's website describes services for individuals, high-net-worth individuals, corporations, and businesses, placing it in the multi-client RIA category rather than the single-family office structure.
What does FAAV invest in?
FAAV has not publicly disclosed its specific portfolio holdings, asset-allocation framework, or investment committee structure. As an RIA, the firm's fiduciary obligation is to construct portfolios aligned with individual client goals, risk tolerance, and time horizons. Without public reporting, the underlying investment exposures — whether direct equities, fixed income, alternatives, or pooled vehicles — remain known only to clients and counterparties.
How does FAAV charge for its services?
FAAV operates as a fee-based registered investment adviser, which typically means clients pay a fee calculated as a percentage of assets under management, a flat retainer, or an hourly rate for financial planning. The firm's Form ADV — the public disclosure document all RIAs file with the SEC — would contain its exact fee schedule, but the firm has not broadly published those details on its website.
Who founded FAAV?
The principals behind FAAV have not been publicly identified through the firm's website, SEC filings, or major business databases as of mid-2026. The firm's brand name — "Finance as a Verb" — suggests a practitioner-led philosophy, but the specific leadership team and their professional backgrounds in wealth management remain undisclosed in public sources.
Where is FAAV based and why does that matter?
FAAV is headquartered in Miami. The city has experienced significant growth as a destination for wealth management since 2020, driven by the relocation of financial firms, technology founders, and high-net-worth families from higher-tax states. Launching an RIA in Miami positions the firm within a rapidly expanding local market for advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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