{"url":"https://nivawealth.com/firms/fincadia-advisors-338396","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338396","regulatoryAum":1003630329,"crd":"338396","secFileNumber":"801-135533","legalName":"Fincadia Advisors LLC","displayName":"Fincadia Advisors","slug":"fincadia-advisors-338396","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"425 Broadhollow Road, Suite 325","city":"Melville","state":"NY","stateName":"New York","country":"United States","postalCode":"11747"},"tradeNames":[],"registration":{"secApproved":"11 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":3,"brokerDealerReps":3,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1003630329,"discretionary":1003630329,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":1003630329}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Fincadia Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Donald Bianco","title":"Managing Member, Chief Compliance Officer","crd":"3111377"},{"name":"Joon Rhee","title":"Managing Member","crd":"2167218"},{"name":"Dwayne Samboy","title":"Chief Investment Officer","crd":"4462453"}],"ownership":[{"label":"Donald Bianco","detail":"Managing member, chief compliance officer in the 50% to 75% ownership band and a control person, since December 2022."},{"label":"Joon Rhee","detail":"Managing member in the 50% to 75% ownership band and a control person, since October 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"425 Broadhollow Road, Suite 325","city":"Melville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-292-5001","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":15},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338396/PDF/338396.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fincadia Advisors have?","answer":"Fincadia Advisors has 2 clients and manages $1 billion for them, as of March 2026. They include 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fincadia Advisors offer?","answer":"Fincadia Advisors provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Fincadia Advisors have?","answer":"Fincadia Advisors has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fincadia Advisors?","answer":"Fincadia Advisors’ direct owners are Donald Bianco (50% to 75%) and Joon Rhee (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fincadia Advisors get paid?","answer":"Fincadia Advisors is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fincadia Advisors?","answer":"Fincadia Advisors’ main office is at 425 Broadhollow Road, Suite 325, Melville, NY 11747. Its phone number is 646-292-5001.","source":"Form ADV Part 1A, Item 1.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}