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FINACCESS ADVISORS, LLC
CRD 150697File 801-71013
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.11B
Top 25% of cohort (national)
Discretionary AUM
$593.2M
Non-discretionary $3.52B
Clients
91
160 accounts
Employees
13
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 17, 2009
- Principal office
- 1111 BRICKELL AVENUE, SUITE 2600, MIAMI, FL, 33131
- Phone
- 305.377.1112
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.11B
- Discretionary AUM
- $593.2M
- Non-discretionary AUM
- $3.52B
- Discretionary accounts
- 3
- Non-discretionary accounts
- 157
- Total accounts
- 160
- AUM per client
- $45.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $122.8M |
| High net worth individuals | 75 | $1.08B |
| Pooled investment vehicles | 12 | $2.84B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $21K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES FROM CUSTODIANS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 101 | 91 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.