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FINHABITS ADVISORS, LLC

CRD 210522File 801-104472
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$116.0M
Bottom 25% of cohort (national)
Discretionary AUM
$116.0M
Clients
29,460
33,945 accounts
Employees
11
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Aug 10, 2015
Principal office
413 W 14TH STREET, SUITE 200, NEW YORK, NY, 10014
Phone
212-596-7292

Assets & accounts

ADV Item 5F
Total regulatory AUM
$116.0M
Discretionary AUM
$116.0M
Non-discretionary AUM
$0
Discretionary accounts
33,945
Non-discretionary accounts
0
Total accounts
33,945
AUM per client
$4K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)29,460$116.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Subscription fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.