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| Flynn Zito Capital Management LLC
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|
|---|---|
| CRD # | 152689 |
| SEC # | 801-71111 |
| CIK # | 0001857144 |
| AUM | $773.9 M (2026-02-25) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 516-746-9000 |
| Address | 585 Stewart Ave Garden City, NY 11530 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.0 | ||
| Nvidia Corp | 9.7 | ||
| Microsoft Corp | 7.0 | ||
| Micron Technology Inc | 4.9 | ||
| Amazon Com Inc | 3.7 | ||
| LPL Investment Holdings Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 126.6 |
| (b) Individuals (high net worth individuals) | 452 | 606.5 |
| (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 | 12 | 23.0 |
| (h) Charitable organizations | 5 | 1.2 |
| (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 | 17 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,904 | 773.9 |
| By Discretionary | ||
| Discretionary | 1,899 | 757.2 |
| Non-Discretionary | 5 | 16.7 |
| Total | 1,904 | 773.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 773.9 | |
| Total | 1,904 | 773.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001857144] |
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|---|---|---|
|
Westhill Financial Advisors Inc
✚
|
CA | 0.8 |
|
Centurion Wealth Management LLC
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VA | 0.8 |
|
Singer Wealth Advisors LLC
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FL | 0.8 |
|
Dahring Cusmano LLC
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MI | 0.8 |
|
Tamarisk Financial LLC
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MI | 0.8 |
|
Creative Capital Management Investments LLC
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CA | 0.8 |
|
MELD Financial Inc
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AL | 0.8 |
|
MTM Financial Group LLC
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PA | 0.8 |
|
Klaas Financial Asset Advisors LLC
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IL | 0.8 |
|
Sageguard Financial Group LLC
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TN | 0.8 |