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THINKING BIG FINANCIAL
Legal name: THINKING BIG FINANCIAL INC.
CRD 287476File 801-123485
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$93.0M
Bottom 25% of cohort (national)
Discretionary AUM
$93.0M
Clients
93
395 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 18, 2022
- Principal office
- 355 COURT STREET, 2ND FLOOR, BROOKLYN, NY, 11231
- Phone
- (973) 224-1145
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $93.0M
- Discretionary AUM
- $93.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 395
- Non-discretionary accounts
- 0
- Total accounts
- 395
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $259K |
| High net worth individuals | 33 | $55.1M |
| Individuals (other than high net worth individuals) | 60 | $37.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES BASED ON CLIENT INCOME & NET WORTH
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 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.