$488.4M Total AUM
$488.4M Disc. AUM
16.1% 3Y CAGR
2 Employees
206 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber summit
- Established Date
- 03-01-2000
- Office Locations
- 1
Office Locations
827 Broadway, Suite 210 Oakland CA
About Financial Avengers, Inc.
Financial Avengers, Inc. is a Oakland-based RIA. The firm has been operating for 26 years. Managing $488.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$244.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
26.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Summit Pioneer Summit meridian
Custodian
Insight
Investment Themes
Oak Catalyst
Investment Vehicles
Summit wave
Services
Vital Pioneer Fusion Radial Peak Bridge
Technology
Insight
Owner & Executives
A
ARTHUR LAVAL MCCORD
Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(496) 390-4768
legacy.catalyst@vectorcapital.com
in linkedin.com/in/pathway-element
T
THOMAS WAINWRIGHT SWIFT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2867067
- Ownership
- 50% but less than 75%
(741) 741-7058
radial.north@matrixcapital.com
in linkedin.com/in/radial-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $488,401,241 | $620,586 |
| Non-Discretionary | $0 | -- |
| Total | $488,401,241 | $620,586 |
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Separately Managed Accounts
Total SMA Asset: $488,401,241
Equity - Exchange:
37.3% Public Funds:
43.7% Cash:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,662,503,340 | 37.3% |
| Public Funds | $1,947,758,605 | 43.7% |
| Cash | $846,851,568 | 19.0% |
| Total | $4,457,113,513 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK UNISON OPTIMA | ALPHA PIONEER | TN51AKCSZ | IOEPL | 9.17% | $42,995,545 |
| PRIME ATLAS SIGNAL | MOMENTUM RADIAL | KDTXV33QO | SFQE | 2.16% | $65,954,842 |
| ATLAS QUANTUM FOUNDATION | MATRIX HARBOR | IJ8ON6IXA | DZUDT | 8.41% | $90,127,655 |
| MOMENTUM CAPITAL CAPITAL | WAVE BEACON | 9EPLBQ96P | FZCDD | 0.73% | $33,306,035 |
| PIONEER BRIDGE PEAK | HORIZON UNISON | LELNE115P | GWQ | 9.73% | $42,110,665 |
| ALPHA DELTA LEGACY | CAPITAL SUMMIT | MFVXRTU2A | VDS | 7.09% | $84,935,973 |
| INSIGHT TIMBER VECTOR | RIDGE GLACIER | 0SNI4ORCD | PCG | 5.39% | $51,592,392 |
| RADIAL QUANTUM | BRIDGE NORTH | HHCIFBJZJ | XMOYJ | 3.50% | $106,207,027 |