Asset manager · New York, NY
Financehq LLC
SEC-registered investment adviser · CRD 325157 · SEC 801-127505
At a glance
Financehq LLC is an SEC-registered investment adviser based in New York, New York, with $0 in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 1,258 individual clients. By Form ADV it is a asset manager, ranked 2,750th of 3,218 asset managers and 16,734th of 17,210 SEC-registered advisers by assets.
Main office 415-234-3884financehq.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,750 of 3,218
- Rank among all SEC RIAs
- #16,734 of 17,210
- Rank in New York
- #2,521 of 2,591
- Individual clients
- 1,258
- High-net-worth clients
- 302
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 0
- Offices
- 1
Owners and executives on its Form ADV
- Alexander N. ChoiChief Compliance Officer
Custody and brokerage
Custodian
Financehq LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 956 | $0M | – |
| High-net-worth individuals | 302 | $0M | – |
Disciplinary disclosures
Financehq LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Selecting other advisers
How it’s paid
- Subscription fees
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗financehq.com ↗
AtlasMembers
The full record on Financehq LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Financehq LLC manage?
Financehq LLC reports $0 in regulatory assets under management, on its Form ADV filed September 23, 2026.
What kind of firm is Financehq LLC?
Financehq LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Financehq LLC’s clients?
By assets, its largest client types are individuals ($0, 956 clients); high-net-worth individuals ($0, 302 clients).
Does Financehq LLC have any disciplinary history?
Financehq LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Financehq LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →