Overview
Assets Under Management: $136 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 66
Average Client Assets: $1.0 million
Frequently Asked Questions
FITHIAN LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287509), FITHIAN LLC is subject to fiduciary duty under federal law.
FITHIAN LLC is headquartered in NEW YORK, NY.
FITHIAN LLC serves 66 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, FITHIAN LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FITHIAN LLC manages $136 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, FITHIAN LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.22%
Average Client Assets: $1.0 million
Total Client Accounts: 74
Discretionary Accounts: 69
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 287509
Filing ID: 2064273
Last Filing Date: 2026-03-27 09:29:33