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| Financial Avengers Inc
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| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | 488.4 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-773-2174 |
| Address | 827 Broadway, Suite 210 Oakland, CA 94607 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| 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 |
| Serves | Retail |
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