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| Keyboard |
| Nardis Advisors LLC
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|---|---|
| CRD # | 151517 |
| SEC # | 801-106867 |
| CIK # | |
| AUM | 183.0 M (2026-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-997-0403 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 27.3 |
| (b) Individuals (high net worth individuals) | 79 | 138.4 |
| (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 | 11.5 |
| (h) Charitable organizations | 0 | 5.9 |
| (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 | 378 | 183.0 |
| By Discretionary | ||
| Discretionary | 376 | 172.8 |
| Non-Discretionary | 2 | 10.2 |
| Total | 378 | 183.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.0 | |
| United States Persons | 169.0 | |
| Total | 378 | 183.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Magnolia Wealth Management LLC
✚
|
AL | 183.3 M |
|
Elevate Capital Advisors Inc
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|
JM Arbour LLC
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|
Williamson Legacy Group LLC
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183.1 M | |
|
George M Hiller Companies LLC
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GA | 183.0 M |
|
Altamont Wealth Management Inc
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CA | 182.9 M |
|
Genter Advisors LLC
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|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
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|
PA | 182.7 M |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 182.7 M |
|
One Resource Group Wealth Management LLC
✚
|
OH | 182.4 M |