FINHABITS ADVISORS, LLC

CRD 210522File 801-104472

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$116.0M

Bottom 25% of cohort (national)

Discretionary AUM

$116.0M

Clients

29,460

33,945 accounts

Employees

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
Website: HTTPS://WWW.FINHABITS.COM

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 type	Clients	AUM
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

Date	Field	From	To	Change
Apr 1, 2026	Clients	34,671	29,460	decreased by5,211
Apr 1, 2026	AUM	$96,059,702	$115,963,000	increased by$19,903,298
Apr 1, 2026	Accounts	36,714	33,945	decreased by2,769
May 1, 2025 vs Oct 1, 2022	Employees	15	11	decreased by4
May 1, 2025 vs Oct 1, 2022	Clients	79,109	34,671	decreased by44,438
May 1, 2025 vs Oct 1, 2022	AUM	$70,571,123	$96,059,702	increased by$25,488,579
May 1, 2025 vs Oct 1, 2022	Accounts	106,300	36,714	decreased by69,586
Apr 1, 2022	Employees	10	15	increased by5
Apr 1, 2022	Clients	69,210	79,109	increased by9,899
Apr 1, 2022	AUM	$65,308,782	$70,571,123	increased by$5,262,341
Apr 1, 2022	Accounts	91,020	106,300	increased by15,280
Aug 1, 2021	Employees	8	10	increased by2
Aug 1, 2021	Clients	64,633	69,210	increased by4,577
Aug 1, 2021	AUM	$51,413,177	$65,308,782	increased by$13,895,605
Aug 1, 2021	Accounts	83,724	91,020	increased by7,296

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FINHABITS ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINHABITS 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.