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| Keyboard |
| Serenity Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 332396 |
| SEC # | 801-134172 |
| CIK # | |
| AUM | 64.3 M (2026-03-20) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-975-3383 |
| Address | 145 Sullys Trail Pittsford, NY 14534-2466 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 4.9 |
| (b) Individuals (high net worth individuals) | 26 | 58.8 |
| (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 | 3 | 0.6 |
| (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 | 149 | 64.3 |
| By Discretionary | ||
| Discretionary | 149 | 64.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 149 | 64.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.3 | |
| Total | 149 | 64.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shope Financial Planning Inc
✚
|
NY | 65.6 M |
|
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|
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|
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Malatai Capital LLC
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|
Myra Advisors LLC
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|
Rosci Lamb LLC
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|
Peconic Asset Planning Inc
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|
NY | 64.6 M |
|
SMP Financial Planning LLC
✚
|
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|
Wealthunite Advisors LLC
✚
|
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|
Seraphim Capital Management LLC
✚
|
63.0 M |