# Thinking Big Financial

Thinking Big Financial is a Bank / Wealth / Trust based in Brooklyn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brooklyn, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** thinkingbigfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/thinkingbigfinancial

## Regulatory record

- **CRD number:** 287476
- **SEC file number:** 801-123485
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-16T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287476

## About

Founded in 2016, Thinking Big Financial entered the New York wealth advisory market with a charter to serve individuals, high-net-worth clients, and small businesses. The firm registered as an investment adviser and built its offering around financial planning and discretionary portfolio management — a dual mandate common among boutiques but notable for a practice that explicitly includes clients below the ultra-affluent threshold that defines most family-office peers. Thinking Big operates as a fee-based advisory practice delivering asset allocation, investment selection, and ongoing portfolio rebalancing. Its client base spans individuals and small-business owners seeking structured financial guidance. The firm manages portfolios across public equities and fixed-income instruments, with an emphasis on goal-based planning rather than speculative deployment. No named portfolio holdings or co-investment relationships are publicly disclosed, consistent with a retail- and mass-affluent-facing advisory model that aggregates assets into model portfolios rather than deal-by-deal direct investments. The geographic focus concentrates on the New York metropolitan area. The firm's scale remains privately held — no public AUM figure, professional headcount, or additional office locations appear in regulatory filings or firm communications. Thinking Big does not operate adjacent philanthropic foundations, real-asset arms, or external club vehicles. Thinking Big Financial's structural posture reflects a deliberate departure from the high-minimum, family-office archetype. Where single-family offices gatekeep access behind nine-figure balance sheets, Thinking Big extends fiduciary advisory services to clients earlier in their wealth accumulation. That accessibility — coupled with a New York storefront identity — differentiates it from institutional allocators while placing it within the broad registered-investment-adviser ecosystem that the SEC oversees directly.

## Questions

### What investment strategies does the firm employ?

Thinking Big Financial provides discretionary portfolio management and financial planning services. Its investment approach centers on asset allocation, investment selection, and ongoing portfolio rebalancing, with a focus on public-market equities and fixed-income instruments. The firm does not publicly disclose participation in private markets, direct deals, or alternative investments.

### Where does Thinking Big Financial operate geographically?

Thinking Big Financial is headquartered in New York, New York, and its advisory practice concentrates on the New York metropolitan area. No additional office locations or multi-state operations have been disclosed.

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- [Think Different Financial Planning](https://altss.com/profile/think-different-financial-planning)
- [Thirdrock Group](https://altss.com/profile/thirdrock-group)

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Last updated: 2026-08-11T02:43:31.692Z

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