$259.8M Total AUM
$259.8M Disc. AUM
22.5% 3Y CAGR
1 Employees
124 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Timber atlasEagle legacy
- Established Date
- 10-22-2004
- Office Locations
- 2
Office Locations
11421 Rain Canyon AVE, 102 LAS Vegas NV
-- LAS Vegas NV
About Finley Financial, LLC
Finley Financial, LLC is a Las Vegas-based RIA providing financial planning, insurance guidance, and portfolio construction for retail clients, including entrepreneurs. The firm emphasizes active, asset-allocation portfolios built primarily with ETFs (and mutual funds when needed) and uses Fidelity/NFS for custody.
Team overview
-- AVG AGE
$259.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Momentum
Custodian
Eagle summit
Investment Themes
Vital alpha Beacon optima
Investment Vehicles
North Unison ember
Services
Optima North Capital catalyst
Technology
Horizon vector Signal element
Owner & Executives
J
JASON DONALD FINLEY
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2686780
- Ownership
- 75% or more
(653) 749-7760
prime.harbor@pathwaycapital.com
in linkedin.com/in/ridge-zenith
L
LAURA MARIE FINLEY
--
- CRD
- --
- Ownership
- 10% but less than 25%
(347) 690-7042
glacier.element@eaglecapital.com
in linkedin.com/in/delta-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,820,341 | $895,932 |
| Non-Discretionary | $0 | -- |
| Total | $259,820,341 | $895,932 |
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Separately Managed Accounts
Total SMA Asset: $259,820,341
Equity - Exchange:
28.1% Cash:
28.8% Private Funds:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,068,087,035 | 28.1% |
| Cash | $2,119,605,217 | 28.8% |
| Private Funds | $3,172,048,085 | 43.1% |
| Total | $7,359,740,337 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX RADIAL VALUE | LEGACY EAGLE | 1OMB1OWBV | VFM | 5.65% | $112,400,256 |
| RADIAL MERIDIAN | OPTIMA VALUE | O1102QJXJ | YTOXV | 11.09% | $1,025,294 |
| VITAL PIONEER INSIGHT | DELTA HORIZON | 37M7879EH | QXL | 3.71% | $15,327,820 |
| ALPHA BRIDGE | QUANTUM CREST | 4ZIDWD5WN | WBJPY | 10.18% | $75,298,188 |
| UNISON GLACIER INSIGHT | MOMENTUM UNISON | G4XD3TDY8 | MVW | 1.09% | $34,048,492 |
| MATRIX PIONEER MERIDIAN | EMBER NORTH | 1O74T2LJ9 | VMN | 7.03% | $37,980,416 |
| PIONEER CREST | FOUNDATION VERTEX | ACE25Q6QF | GLY | 7.24% | $2,189,797 |
| RADIAL TIMBER | EAGLE VITAL | 9KIL3MPRH | WZV | 10.99% | $76,293,829 |