Overview
Assets Under Management: $64 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 26
Average Client Assets: $2.3 million
Frequently Asked Questions
SERENITY CAPITAL ADVISORS INC. 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 #332396), SERENITY CAPITAL ADVISORS INC. is subject to fiduciary duty under federal law.
SERENITY CAPITAL ADVISORS INC. is headquartered in PITTSFORD, NY.
SERENITY CAPITAL ADVISORS INC. serves 26 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SERENITY CAPITAL ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
SERENITY CAPITAL ADVISORS INC. manages $64 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SERENITY CAPITAL ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.45%
Average Client Assets: $2.3 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 332396
Filing ID: 2065650
Last Filing Date: 2026-03-20 15:09:05