Save Advisers Llc
- Regulatory AUM
- $3.5M
- Discretionary
- $3.5M
- Clients
- 200
- Avg AUM / client
- $17.5K
- Accounts
- 200
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $3.5M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nelskyla, Andrei, Michael | Chief Executive Officer | Nov 2018 (8y) | ≈ 56.25% – 100% via Fintex Holdings, Inc | |
| Watts, Adam, Christopher | President / Chief Operating Officer / Interim Chief Investment Officer | Jun 2019 (7y) | Less than 5% | |
| Conneely, Stephen, J | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fintex Holdings, Inc | Managing Member | Nov 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nelskyla, Andrei, Michael: 75% – 100% of Fintex Holdings, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 04/09/2026 | 888 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
- • Other fees
- • WRAP FEES AS OUTLINED IN PART 2A
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗