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Fincadia Advisors LLC
FINCADIA ADVISORS LLC is an SEC-registered investment adviser in MELVILLE, NY, registered since 2026. The firm manages approximately $1.0 billion in assets.
Fincadia Advisors LLC
FINCADIA ADVISORS LLC is an SEC-registered investment adviser in MELVILLE, NY, registered since 2026. The firm manages approximately $1.0 billion in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
What services does Fincadia Advisors offer?
Fincadia Advisors LLC provides investment advisory, financial planning, estate planning, and family governance services. The firm operates as a multi-family office, typically serving high-net-worth families with holistic wealth management rather than proprietary investment strategies.
Is Fincadia Advisors a single-family or multi-family office?
Based on its public positioning as an RIA with offerings tailored to multiple clients, Fincadia Advisors LLC is best classified as a multi-family office. It does not describe itself as serving a single principal family.
How is Fincadia Advisors regulated?
Fincadia Advisors LLC is registered with the SEC as an investment advisor. This registration subjects the firm to regulatory oversight and fiduciary standards under the Investment Advisers Act of 1940.
Does Fincadia Advisors make direct investments?
There is no public record of Fincadia Advisors engaging in direct investments or co-investments. The firm's model appears to be advisory-focused, recommending allocations to third-party investment vehicles rather than originating proprietary deals.
Who are the key principals at Fincadia Advisors?
Fincadia Advisors does not publicly name its management team or key principals. This opacity is typical of smaller, low-public-profile family offices. Potential clients would likely need to inquire directly for ownership and leadership details.
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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