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FINACCESS ADVISORS LLC
CRD 150697File 801-71013
APPROVED
Retail clients
Filing as of Aug 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 101 | 91 | decreased by10 |
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 103 | 101 | decreased by2 |
| Apr 1, 2026 | AUM | $4,021,350,321 | $4,113,584,758 | increased by$92,234,437 |
| Apr 1, 2026 | Accounts | 169 | 160 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 12 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 103 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,446,176,244 | $4,021,350,321 | decreased by$424,825,923 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 191 | 169 | decreased by22 |
| Apr 1, 2022 | Clients | 100 | 112 | increased by12 |
| Apr 1, 2022 | AUM | $4,591,321,000 | $4,446,176,244 | decreased by$145,144,756 |
| Apr 1, 2022 | Accounts | 174 | 191 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINACCESS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINACCESS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.