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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2000
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between August 13, 2025 and March 30, 2026, reported AUM increased 12.7%, from $433.3M to $488.4M.
Across 5 reported observations, AUM increased 44.7% between March 15, 2022 and March 30, 2026, from $337.6M to $488.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 206 clients, or 103 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Financial Avengers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ARTHUR LAVAL MCCORD
Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
THOMAS WAINWRIGHT SWIFT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2867067
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Financial Avengers, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Financial Avengers, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.