SourcingSourcing

FINARC INVESTMENTS, INC.

C47
CRD 166571·SEC 801-110450·NORWOOD, MA
AUM
$187.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$563K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINARC INVESTMENTS, INC.
CRD
166571
SEC file #
801-110450
EIN
461442783
DBA names
—

Economics

AUM
$187.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$117.2M → $187.6M▲ +60%
Client mix
Individuals High Net Worth52
Individuals Other41

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NORWOOD MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/finarc-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SLANEY, MATTHEW, CRAIG
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SLANEY, MATTHEW, CRAIG
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:finarc.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002133911
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-20
Edgar Last Filing Date
2026-05-20
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-20
Accession0002133911-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3307
Soi Zip Pct 200k Plus
0.1084
Soi Zip Returns 200k Plus
1,760
Soi Zip Total AGI
1,808,510
Census Median Hh Income
98,653
Census High Income Households
2,518
Census Median Age
39
Census Pop 65 66 Total
555
Census Total Households
13,114
Census NAICS 523930 Count
4
Fdic Zip Total Deposits
35,921,354,000
Fdic Zip Branch Count
303
Fdic Zip Top Banks
Norwood Co-operative Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Census Bachelors Plus Count
7,238
Census Median Home Value
588,100
Census NAICS 523930 Employees
0
Census Unemployed Count
671
Census Zip
02062
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
3 EDGEWATER DRIVESUITE 301NORWOOD, MA 02062
Business
3 EDGEWATER DRIVESUITE 301NORWOOD, MA 02062
Edgar EIN
461442783
Edgar Recent Filings
13F-HR2026-05-20 · 0002133911-26-000001
Fdic Zip Branches Raw
USTrustNorwood, MA
Citizens Bank of MassachusettsNorwood, MA
Fdic Zip HHI
952.01
Fdic Zip Top Bank Share Pct
20.27
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,103
Returns3,750
Stub 2
AGI103,581
Returns2,760
Stub 3
AGI155,142
Returns2,490
Soi Zip Total Business Income
46,292
Soi Zip Total Cap Gains
66,821
Soi Zip Total Dividends
20,315
Soi Zip Total Returns
16,240
Top Owner CRD
2315720
Trust Company Affiliate
No

People (2)

2
SLANEY, MATTHEW, CRAIG
IAR · Direct Owner · 87.5%
2315720
JOHN SON CHOE
IAR
6287838