Financial Avengers Inc

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Financial Avengers Inc
CRD #119636
SEC #801-78015
CIK #0001844393
AUM 488.4 M (2026-03-30)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone415-773-2174
Address827 Broadway, Suite 210
Oakland, CA 94607
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($M)
50040030020010002006201320202027
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure]
ITEM 7: TYPES OF CLIENTS
We generally provide investment advice to individuals and familes. We are quite 'retail' focused. Only a
small percentage of our clients are busineses, and most of those are self-employed individuals. We do not
have a minimum account size. We have never had a minimum account size and we never will have a
minimum account size. We believe it is hypocritical for Investment Advisors to agree to manage assets of
$1 million or more, while refusing to help you accumulate that $1 million in the first place. Accumulation
of wealth is difficult and requires work. We are willing to help you with that work, if you are willing to
do that work.

So, you do not need a minimum investment amount to begin working with our firm. However, we do
require a minimum behavioral commitment: a willingness to be economically disciplined and financially
prudent; an ability to communicate and respond to communication; and an ability to complete tasks and
assignments. You must also agree to save, and increase savings, over time, while avoiding costly debt and
excessive spending. In short, you must adopt and adhere to a financial plan, which we will help you create
and implement.

To be clear, we have no account minimums. However, we do have behavioral minimums.
CIK Period
0001844393
Sector Form 13F Holdings Value ($M)
Nvidia Corp 28.8
Amazon Com Inc 22.3
Apple Inc 21.8
Alphabet Inc 21.1
Schwab Charles Corp 13.2
Johnson & Johnson 11.5
American Express Co 11.1
Bank of America Corp /DE/ 8.3
Microsoft Corp 5.8
Shopify Inc 5.6
Verizon Communications Inc 5.5
Procter & Gamble Co 5.4
Walt Disney Co 4.9
Starbucks Corp 3.9
Pfizer Inc 3.3
Tesla Motors Inc 2.2
Adobe Systems Inc 2.1
Alphabet Inc 1.9
Kenvue Inc 1.8
3M Co 1.5
Lilly Eli & Co 1.1
Facebook Inc 0.6
Advanced Micro Devices Inc 0.4
Costco Wholesale Corp /NEW 0.3
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 75 28.1
(b) Individuals (high net worth individuals) 131 458.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.7
(n) Other 0 0.0
Total 787 488.4
By Discretionary
Discretionary 787 488.4
Non-Discretionary 0 0.0
Total 787 488.4
By Non-United States Persons
Non-United States Persons 43.0
United States Persons 445.4
Total 787 488.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001844393]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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