FI
Finanxial Investment Advisors, Corp
State-registered
Wealth Manager · Boutique (under $100M)
CRD 300350
· San Juan, PR
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $82.0M
- Discretionary
- $74.0M
- Clients
- 69
- Avg AUM / client
- $1.2M
- Accounts
- 69
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $7.0M | 8.54% |
| High net worth individuals | 32 | $75.0M | 91.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fernando Antonio Navarro Castillo | Registered representative | CFP | Jan 2020 (7y) | |
| Edward Robert Barros | Registered representative | Aug 2023 (3y) |
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) | 03/31/2026 | 981 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
- • Other fees
- • FEE SCHEDULE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗