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FLFS ADVISORY LLC
CRD 334771File 801-132387
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$161.5M
Bottom 25% of cohort (national)
Discretionary AUM
$161.5M
Clients
203
312 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 14, 2025
- Principal office
- 29 LASALLE PARKWAY, VICTOR, NY, 14564
- Phone
- 585-586-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $161.5M
- Discretionary AUM
- $161.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 312
- Non-discretionary accounts
- 0
- Total accounts
- 312
- AUM per client
- $796K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $84K |
| Charitable organizations | 7 | $7.3M |
| High net worth individuals | 35 | $111.4M |
| Pension and profit sharing plans | Fewer than 5 | $983K |
| Individuals (other than high net worth individuals) | 159 | $41.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.