METANOIA FINANCIAL, LLC

METANOIA FINANCIAL, LLC is an SEC-registered investment adviser (CRD 152366). Regulatory assets under management: $138.7M.

Registration

• CRD: 152366
• SEC file number: 801-131411
• Type: Registered investment adviser
• Phone: 267-367-6077
• Latest filing: 2026-03-31
• Regulatory AUM: $138.7M
• Discretionary AUM: $138.7M
• Clients: 3
• Accounts: 554

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152366 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search