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MOMENTUM ADVISORS
Legal name: MOMENTUM ADVISORS, LLC
CRD 159574File 801-73092
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$414.7M
Below cohort median (national)
Discretionary AUM
$412.5M
Non-discretionary $2.1M
Clients
367
370 accounts
Employees
10
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 7, 2012
- Principal office
- 1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, 10036
- Phone
- 917-997-4297
- Website
- https://X.COM/MOMENTUMADVICE
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $414.7M
- Discretionary AUM
- $412.5M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 367
- Non-discretionary accounts
- 3
- Total accounts
- 370
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 12 | $54.5M |
| High net worth individuals | 134 | $257.0M |
| Pooled investment vehicles | 1 | $6.6M |
| Individuals (other than high net worth individuals) | 220 | $94.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 370 | 367 |
| 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.