Fivancial Advisors, Inc.

● SEC registered since 2025CRD 336326SEC# 801-132841Dallas, TX

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Dallas, TX

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 employs 1 people.

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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 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