Overview

Assets Under Management: $144 million
Headquarters: ALBANY, CA
High-Net-Worth Clients: 60
Average Client Assets: $2.0 million

Frequently Asked Questions

FOG CITY ADVISORS, 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 #321822), FOG CITY ADVISORS, LLC is subject to fiduciary duty under federal law.

FOG CITY ADVISORS, LLC is headquartered in ALBANY, CA.

FOG CITY ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓

According to their SEC Form ADV, FOG CITY ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓

FOG CITY ADVISORS, LLC manages $144 million in client assets according to their SEC filing dated March 02, 2026.

According to their SEC Form ADV, FOG CITY ADVISORS, LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.62%
Average Client Assets: $2.0 million
Total Client Accounts: 442
Discretionary Accounts: 442

Regulatory Filings

CRD Number: 321822
Filing ID: 2055729
Last Filing Date: 2026-03-02 12:26:57