Fivancial Advisors, Inc.
● SEC registered since 2025CRD 336326SEC# 801-132841Dallas, TX
Reg. AUM
$925
Employees
1
Accounts
96
Location
Dallas, TX
About Fivancial Advisors
Fivancial Advisors presents a modular digital banking and wealth ecosystem spanning products such as Prospera and related orchestration tools. It delivers embedded wealth and financial solutions through a digital wallet platform.
Summary based on the firm’s website.
Fivancial Advisors, Inc. assets under management
Fivancial Advisors, Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2025. It reports $925 in regulatory assets under management and employs 1 people.
Fivancial Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Wingate Control | Ceo | 50-75% | 2025 |
| Ravi De Silva Control | Cco | Under 5% | 2025 |
| Rebecca A Reed Control | Coo | 10-25% | 2025 |
Frequently asked questions
How much does Fivancial Advisors, Inc. manage?
Fivancial Advisors, Inc. reports $925 in regulatory assets under management on its Form ADV.
How many employees does Fivancial Advisors, Inc. have?
Fivancial Advisors, Inc. reports 1 employees.
Where is Fivancial Advisors, Inc. located?
Fivancial Advisors, Inc. is based in Dallas, TX and has been SEC-registered since 2025.
Does Fivancial Advisors, Inc. disclose fund performance?
Fivancial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5910 N. Central Expressway, Suite 1400, Dallas, TX 75206 |
| Phone | 855-568-3275 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$925▲ 81%
Dec '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$925regulatory AUM
Discretionary $0Non-discretionary $925