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Metanoia Financial, LLC

● SEC registered since 2024CRD 152366SEC# 801-131411
Export (members)
Reg. AUM
$138.7M
Employees
3
Accounts
554
Location

Metanoia Financial, LLC assets under management

Metanoia Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $138.7 million in regulatory assets under management and employs 3 people.

Metanoia Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Joseph Cremins ControlMember, Founder & President, Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Metanoia Financial, LLC manage?

Metanoia Financial, LLC reports $138.7 million in regulatory assets under management on its Form ADV.

How many employees does Metanoia Financial, LLC have?

Metanoia Financial, LLC reports 3 employees.

Does Metanoia Financial, LLC disclose fund performance?

Metanoia Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone267-367-6077
Fax404-585-4813
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$138.7M▲ 11%
Mar '25 — $125.2MApr '25 — $125.2MMay '25 — $125.2MJun '25 — $125.2MJul '25 — $125.2MAug '25 — $125.2MSep '25 — $125.2MOct '25 — $125.2MNov '25 — $125.2MDec '25 — $125.2MJan '26 — $125.2MFeb '26 — $125.2MMar '26 — $138.7MApr '26 — $138.7MMay '26 — $138.7MJun '26 — $138.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$138.7Mregulatory AUM
Discretionary $138.7M