Fivancial Advisors, Inc.

Overview

Fivancial Advisors, Inc. is a privately held corporate RIA that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients under a subscription-fee model rather than traditional percentage-of-assets billing. Its filings identify equities—specifically exchange-traded securities—as the primary allocation preference, and the adviser is not positioned as an ESG-focused manager. The firm reports an individual-owner structure and does not list pension consulting, related-adviser arrangements, or multi-state adviser activity. Investment activity centers on liquid, listed instruments with an explicit interest in digital currency exposure through third‑party managers. That mix suggests the firm combines conventional long-only equity allocations with tactical or opportunistic digital-asset exposure sourced from external alternative managers rather than proprietary private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices