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FIGURE INVESTMENT ADVISORS, LLC

SAN FRANCISCO, CA · CRD 158307 · IAPD ↗ · figuremarkets.com · 628-236-5851

$442.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 226% ($135.7M -> $442.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 92% ($70.8M -> $135.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
10
April 2024 — FIGURE INVESTMENT ADVISORS, LLC changed its website from figure.com to figuremarkets.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 66% ($42.7M -> $70.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.