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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 Oct 1, 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
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 370 | 367 | decreased by3 |
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 329 | 370 | increased by41 |
| Apr 1, 2026 | AUM | $400,137,550 | $414,662,880 | increased by$14,525,330 |
| Apr 1, 2026 | Accounts | 329 | 370 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 243 | 329 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $323,325,000 | $400,137,550 | increased by$76,812,550 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 823 | 329 | decreased by494 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 240 | 243 | increased by3 |
| Apr 1, 2022 | AUM | $283,159,154 | $323,325,000 | increased by$40,165,846 |
| Apr 1, 2022 | Accounts | 675 | 823 | increased by148 |
| May 1, 2021 | Employees | 7 | 8 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOMENTUM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOMENTUM ADVISORS” 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.