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KARAGOSIAN FINANCIAL SERVICES, INC
CRD 124532File 801-121523
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.8M
Bottom 25% of cohort (national)
Discretionary AUM
$25.8M
Non-discretionary $1000K
Clients
52
53 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 1, 2021
- Principal office
- 1 BALTIC PLACE 201D, CROTON ON HUDSON, NY, 10520
- Phone
- 212-213-1898
- Website
- HTTP://WWW.TOINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.8M
- Discretionary AUM
- $25.8M
- Non-discretionary AUM
- $1000K
- Discretionary accounts
- 48
- Non-discretionary accounts
- 5
- Total accounts
- 53
- AUM per client
- $515K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10K |
| High net worth individuals | 12 | $17.5M |
| Individuals (other than high net worth individuals) | 40 | $9.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.