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FIVANCIAL ADVISORS, INC.
CRD 336326File 801-132841
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$925
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $925
Clients
96
96 accounts
Employees
1
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 29, 2025
- Principal office
- 5910 N. CENTRAL EXPRESSWAY, SUITE 1400, DALLAS, TX, 75206
- Phone
- 855-568-3275
- Website
- https://banksocial.io
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $925
- Discretionary AUM
- $0
- Non-discretionary AUM
- $925
- Discretionary accounts
- 0
- Non-discretionary accounts
- 96
- Total accounts
- 96
- AUM per client
- $10
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 96 | $925 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
Advisory activities
- Other advisory activities
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6 | 96 | increased by90 |
| Apr 1, 2026 | AUM | $512 | $925 | increased by$413 |
| Apr 1, 2026 | Accounts | 6 | 96 | increased by90 |
| Jan 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2026 | AUM | $0 | $512 | increased by$512 |
| Jan 1, 2026 | Accounts | 0 | 6 | increased by6 |
| Dec 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIVANCIAL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIVANCIAL 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.