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| Finarc Investments Inc
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|---|---|
| CRD # | 166571 |
| SEC # | 801-110450 |
| CIK # | 0002133911 |
| AUM | 187.6 M (2026-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-762-8080 |
| Address | 3 Edgewater Drive Norwood, MA 02062 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002133911 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.8 | ||
| Travelers Companies Inc | 4.4 | ||
| BJ's Wholesale Club Holdings Inc | 3.9 | ||
| Amgen Inc | 3.6 | ||
| Cisco Systems Inc | 3.5 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Stifel Financial Corp | 3.1 | ||
| Lowes Companies Inc | 3.0 | ||
| Autozone Inc | 2.9 | ||
| Johnson & Johnson | 2.7 | ||
| SS&C Technologies Holdings Inc | 2.6 | ||
| Microsoft Corp | 2.6 | ||
| Kroger Co | 2.6 | ||
| Danaher Corp /DE/ | 2.5 | ||
| Pentair Inc | 2.5 | ||
| Sysco Corp | 2.4 | ||
| Apple Inc | 2.3 | ||
| Thermo Fisher Scientific Inc | 2.3 | ||
| Carrier Global Corp | 2.1 | ||
| Nextracker Inc | 1.9 | ||
| Walt Disney Co | 1.9 | ||
| Starbucks Corp | 1.9 | ||
| Veralto Corp | 1.5 | ||
| Amazon Com Inc | 1.3 | ||
| AbbVie Inc | 1.1 | ||
| General Mills Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 22.4 |
| (b) Individuals (high net worth individuals) | 52 | 164.3 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 187.6 |
| By Discretionary | ||
| Discretionary | 377 | 187.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 377 | 187.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.6 | |
| Total | 377 | 187.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133911] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Westchester Group LLC
✚
|
187.9 M | |
|
Liftpoint Family Wealth Advisors LLC
✚
|
NJ | 187.7 M |
|
Redstone Wealth Management LLC
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OK | 187.7 M |
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Colman Knight Advisory Group LLC
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MA | 187.7 M |
|
SFG Wealth Advisors LLC
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FL | 187.7 M |
|
CFC Planning Company LLC
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IN | 187.3 M |
|
Ward & Associates
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|
CA | 187.2 M |
|
ERISA Advisers Inc
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|
TN | 187.1 M |
|
Fjell Capital LLC
✚
|
ND | 187.0 M |
|
Public Equity Partners LLC
✚
|
187.0 M |