Findicia, Inc.

RIASEC Registered
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 an independent registered investment adviser organized as a corporation. The firm registered with the SEC in 2026. Its client focus is individuals and families, and it describes itself as a capital allocator that provides financial planning and the selection of other advisers rather than acting primarily as a direct portfolio manager. The firm bills on fixed fees (with other unspecified fee arrangements also noted) and does not identify itself as an active ESG investor. It is classified as a domestic entity/individual owner type and is not listed as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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