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| Keyboard |
| Fitzroy Investment Advisors LLC
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|---|---|
| CRD # | 174342 |
| SEC # | 801-80828 |
| CIK # | |
| AUM | 1,043.0 M (2026-03-31) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 347-580-9762 |
| Address | 21500 Biscayne Boulevard Aventura, FL 33180 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 81 | 1,043.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 1,043.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 81 | 1,043.0 |
| Total | 81 | 1,043.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 394.1 | |
| United States Persons | 648.8 | |
| Total | 81 | 1,043.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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NY | 1,047.3 M |
|
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|
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NY | 1,046.3 M |
|
Three Bridge Wealth Advisors LLC
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|
Marble Wealth LLC
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AL | 1,045.2 M |
|
Red Oak Financial Group LLC
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|
MD | 1,040.2 M |
|
Violich Capital Management
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|
CA | 1,039.0 M |
|
Whalerock Point Partners LLC
✚
|
FL | 1,038.3 M |