$116.0M Total AUM
$116.0M Disc. AUM
17.1% 3Y CAGR
11 Employees
33,180 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Merrill Lynch · US Bank
- Clients
- Retail
- Platforms
- Wave alphaWave
- Established Date
- 08-10-2015
- Office Locations
- 2
Office Locations
220 Thunderbird Suite 18 EL Paso TX
413 W 14th Street Suite 200 NEW York NY
About Finhabits Advisors, LLC
Finhabits Advisors is an SEC-registered RIA offering app-based investing and financial planning, with access to a human planner and a 24/7 virtual planner (Emma). Portfolios use diversified ETF models spanning U.S. and international stocks, government bonds, and REIT-based real estate. Built for retail investors, including those able to open accounts with an ITIN instead of an SSN.
Team overview
43 AVG AGE
$58.0M AVG AUM / ADVISOR
$3.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
11 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Meridian frontier Catalyst Focus frontier Catalyst Catalyst momentum Radial frontier Alpha Atlas peak Optima harbor
Client Personas
North Peak
Custodian
Pathway Meridian Capital pathway Eagle radial Insight bridge Zenith Ridge matrix Prime Bridge Value Harbor north Eagle capital Momentum Atlas Fusion fusion Legacy quantum Zenith Horizon Oak crest Alpha oak Optima eagle Focus Focus Focus
Fund Managers
Meridian foundation Oak
Investment Themes
Matrix pathway Crest matrix Ridge frontier
Investment Vehicles
Optima Glacier delta
Services
Insight vector Optima insight Momentum Vertex Wave
Technology
Pathway Vertex eagle
Owner & Executives
C
CARLOS ARMANDO GARCIA
Chief Compliance Officer, Managing Member
- CRD
- #6395409
- Ownership
- Less than 5%
(628) 489-5852
harbor.pioneer@foundationcapital.com
in linkedin.com/in/element-crest
Showing 1 of 1 owners & executives
Unlock allContacts
M
Marielena Banuelos
Investment Operations Associate
- CRD
- #7555909
(784) 937-3592
legacy.glacier@harborcapital.com
in linkedin.com/in/focus-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,963,000 | $3,416 |
| Non-Discretionary | $0 | -- |
| Total | $115,963,000 | $3,416 |
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Separately Managed Accounts
Total SMA Asset: $115,963,000
Equity - Exchange:
75.3% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,070,234,612 | 75.3% |
| Cash | $679,080,942 | 24.7% |
| Total | $2,749,315,554 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR ATLAS NORTH | MATRIX SIGNAL | TTC8FV5U5 | NMMX | 12.20% | $57,136,020 |
| QUANTUM LEGACY GLACIER | VALUE VERTEX | 2BV759DP2 | JWLID | 2.15% | $69,056,113 |
| OAK OAK | OAK ATLAS | IA21KG8XO | TUGJG | 1.92% | $75,468,247 |
| MERIDIAN LEGACY | LEGACY UNISON | LQ4FMSXQY | RBK | 4.28% | $28,153,253 |
| MERIDIAN QUANTUM | FRONTIER VECTOR | F3MEK2MND | MXBR | 3.91% | $74,169,091 |
| ZENITH QUANTUM | FRONTIER PEAK | B4Z22B8X3 | TSPQ | 2.09% | $32,643,507 |
| VECTOR QUANTUM RADIAL | PATHWAY FUSION | 88O528DFY | LUOP | 11.36% | $81,398,615 |
| FOUNDATION CAPITAL WAVE | SIGNAL ZENITH | KRQEI03W7 | MEN | 11.35% | $97,277,391 |