FINCADIA ADVISORS LLC

CRD 338396File 801-135533

APPROVED

Custody

Filing as of Mar 6, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.00B

Above cohort median (national)

Discretionary AUM

$1.00B

Clients

2 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 11, 2026
Principal office: 425 BROADHOLLOW ROAD, SUITE 325, MELVILLE, NY, 11747
Phone: 646-292-5001
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.00B
Discretionary AUM: $1.00B
Non-discretionary AUM: $0
Discretionary accounts: 2
Non-discretionary accounts: 0
Total accounts: 2
AUM per client: $501.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	2	$1.00B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

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	Registration	—	APPROVED

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

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

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