FINDICIA, INC.
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 330609
- Registered since
- June 4, 2026
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Findicia, Inc. is a newly formed SEC-registered corporate adviser (registered in 2026) that positions itself as a capital allocator rather than a traditional discretionary money manager. The firm’s advisory scope, as described in its registration materials, centers on financial planning and the selection of other advisers — indicating its primary role is to design client plans and identify third-party managers or sub-advisers to implement investment programs. Fee arrangements are listed as fixed fees and other non-asset-based charges, which aligns with a planner/consultant model rather than a percentage-of-assets billing structure. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser, consistent with an early-stage operation that appears to be setting up a focused, fee-for-service offering.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 421 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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