Financial Avengers, Inc.
- Regulatory AUM
- $488M
- Discretionary
- $488M
- Clients
- 206
- Avg AUM / client
- $2.4M
- Accounts
- 787
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $28.1M | 5.75% |
| High net worth individuals | 131 | $459M | 93.9% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mccord, Arthur, Laval | Coo | Mar 2000 (26y) | 50% – 75% | |
| Thomas Wainwright Swift | Ceo/Chief Compliance Officer | Aug 2000 (26y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (97)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hunton Andrews Kurth Llp Retirement Savings Plan | Hunton Andrews Kurth Llp | 1,467 | $1.3B | 04/01/2024 |
| Oracle Corporation 401(k) Savings And Investment Plan | Oracle Corporation | 58,808 | $31.0B | 01/01/2024 |
| Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital Corporation | 6,358 | $1.6B | 01/01/2024 |
| Mayo 403(b) Plan | Mayo Clinic | 87,000 | $12.8B | 01/01/2024 |
| Rpm International Inc. 401(k) Trust And Plan | Rpm International Inc. | 9,590 | $1.4B | 01/01/2024 |
| Vf 401 K Savings Plan | Vf Corporation | 14,211 | $1.1B | 01/01/2024 |
| Mayo Clinic Health System 401(a) Plan | Mayo Clinic Health System Mankato | 2,336 | $256M | 01/01/2024 |
| Mayo Retirement Savings Plan | Mayo Holding Company | 3,587 | $762M | 01/01/2024 |
| Adient Us Llc Savings And Investment (401 K) Plan | Adient Us Llc | 6,028 | $951M | 01/01/2024 |
| Fortune Brands Innovations Hourly Employee Retirement Savings Plan | Fortune Brands Innovations, Inc. | 2,940 | $68.5M | 01/01/2024 |
| Fortune Brands Innovations Retirement Savings Plan | Fortune Brands Innovations, Inc. | 5,181 | $825M | 01/01/2024 |
| Henry Schein, Inc. 401(k) Savings Plan | Henry Schein, Inc. | 7,079 | $1.6B | 01/01/2024 |
| Clearwater Paper 401(k) Plan | Clearwater Paper Corporation | 838 | $226M | 01/01/2024 |
| Sturdy Memorial 403(b) Plan | Sturdy Memorial Hospital, Inc. | 2,160 | $218M | 01/01/2024 |
| Beaumont Health 403(b) Retirement Savings Plan | William Beaumont Hospital | 34,406 | $3.0B | 01/01/2024 |
| Botsford Hospital Defined Contribution Plan | Beaumont Health | 1,367 | $48.8M | 01/01/2024 |
| Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan | Diversified Service Options, Inc. Dba Guidewell Source | 2,356 | $224M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Itg Holdings Usa, Inc. Employee Savings & Retirement Plan | Itg Brands, Llc | 1,810 | $398M | 01/01/2024 |
| At&T Retirement Savings Plan | At&T Inc. | 102,760 | $43.1B | 01/01/2024 |
| The Permanente Contribution Plan Of The Permanente Medical Group, Inc. | The Permanente Medical Group, Inc. | 18,881 | $7.9B | 01/01/2024 |
| At&T Puerto Rico Retirement Savings Plan | At&T Inc. | 171 | $99.9M | 01/01/2024 |
| At&T Savings And Security Plan | At&T Inc. | 23,855 | $2.3B | 01/01/2024 |
| Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg | Southern California Permanente Medical Group | 6,474 | $899M | 01/01/2024 |
| Prime Therapeutics Llc 401(k) Plan | Prime Therapeutics | 7,237 | $911M | 01/01/2024 |
Top 25 of 97 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $488M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗