Finarc Investments, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 166571 · SEC file 801-110450 · Norwood, MA · WWW.LINKEDIN.COM

☆ Save with Pro ADV data as of Mar 27, 2026

Regulatory AUM: $188M
Discretionary: $188M
Clients: 93
Avg AUM / client: $2.0M
Accounts: 377
Employees: 4

AUM over time

$117M $188M

Apr 13, 2017 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	41	$22.4M	11.9%
High net worth individuals	52	$164M	87.6%
Corporations and other businesses	Fewer than 5 clients	$883K	0.47%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Matthew Craig Slaney	President And Chief Compliance Officer	CFA	Nov 2012 (14y)	75% or more
John Son Choe	Registered representative		May 2014 (12y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/27/2026	898 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
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services
• Other services

Custody

Reported custodians

Charles Schwab & Co. $183M (98% of AUM) Mar 2026
Fidelity Brokerage Services $4.3M (2% 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 27, 2026.

View current Form ADV (SEC/IAPD) ↗