← Directory
FITHIAN LLC
CRD 287509File 801-111059
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.2M
Bottom 25% of cohort (national)
Discretionary AUM
$135.4M
Non-discretionary $742K
Clients
74
74 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 28, 2017
- Principal office
- 654 MADISON AVENUE, SUITE 1603, NEW YORK, NY, 10065
- Phone
- 212-593-2828
- Website
- HTTP://WWW.FITHIANLLC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.2M
- Discretionary AUM
- $135.4M
- Non-discretionary AUM
- $742K
- Discretionary accounts
- 69
- Non-discretionary accounts
- 5
- Total accounts
- 74
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $7.4M |
| High net worth individuals | 66 | $67.0M |
| Pension and profit sharing plans | Fewer than 5 | $61.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.