F
$1.8M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2023
- Office Locations
- 1
Office Locations
-- Miami FL
About Faav
FAAV is a Miami-based, retail-focused RIA offering financial planning and portfolio construction with tax, estate, and insurance planning support. The firm emphasizes active management using ETFs and mutual funds, with exposure themes that can include cryptocurrency, fixed income, and real estate. Custody is supported through platforms such as Altruist and Betterment.
Team overview
33 AVG AGE
$1.8M AVG AUM / ADVISOR
$368.7K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
EMILY KATHRYN BARBE
Chief Compliance Officer, Owner
- CRD
- #5952213
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,292,071 | -- |
| Non-Discretionary | $551,363 | -- |
| Total | $1,843,434 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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