Findicia, Inc.

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

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

FINTRX

Overview

Findicia, Inc. is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm is organized as a domestic entity with individual ownership and is classified as an unclassified adviser in the available records. Its service offering centers on financial planning and the selection of third‑party managers rather than operating as a traditional multi‑strategy portfolio manager. Findicia identifies itself as a capital allocator and is registered as an “Other Investment Adviser” for industry affiliation purposes. The firm's fee model includes fixed fees and other, non‑standard fee arrangements. It is not designated as an active ESG investor, is not a multi‑state adviser, and does not list pension consulting or related‑adviser activity in its profile.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Robert Hayden

    Robert Hayden

    Chief Wealth AdvisorCRD 5881899

Contacts

1 of 1
  • William Lafferty

    Client Service AdministratorCRD 7179616

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth