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FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689File 801-71111
APPROVED
Retail clients
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$773.9M
Above cohort median (national)
Discretionary AUM
$757.2M
Non-discretionary $16.7M
Clients
1,073
1,904 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 22, 2010
- Principal office
- 585 STEWART AVE, SUITE 620, GARDEN CITY, NY, 11530
- Phone
- (516) 746-9000
- Website
- HTTP://FLYNNZITO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $773.9M
- Discretionary AUM
- $757.2M
- Non-discretionary AUM
- $16.7M
- Discretionary accounts
- 1,899
- Non-discretionary accounts
- 5
- Total accounts
- 1,904
- AUM per client
- $721K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $16.5M |
| Charitable organizations | 5 | $1.2M |
| High net worth individuals | 452 | $606.5M |
| Pension and profit sharing plans | 12 | $23.0M |
| Individuals (other than high net worth individuals) | 587 | $126.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Mar 1, 2026 | Clients | 1,041 | 1,073 | increased by32 |
| Mar 1, 2026 | AUM | $672,264,058 | $773,857,019 | increased by$101,592,961 |
| Mar 1, 2026 | Accounts | 1,823 | 1,904 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 625 | 1,041 | increased by416 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $540,003,855 | $672,264,058 | increased by$132,260,203 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,466 | 1,823 | increased by357 |
| Mar 1, 2022 | Clients | 574 | 625 | increased by51 |
| Mar 1, 2022 | AUM | $504,255,332 | $540,003,855 | increased by$35,748,523 |
| Mar 1, 2022 | Accounts | 1,386 | 1,466 | increased by80 |
| May 1, 2021 | Clients | 552 | 574 | increased by22 |
| May 1, 2021 | AUM | $464,855,359 | $504,255,332 | increased by$39,399,973 |
| May 1, 2021 | Accounts | 1,328 | 1,386 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FLYNN ZITO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLYNN ZITO” may also match similarly-named firms). Confirm identity against each filing.
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.