CITO CAPITAL ADVISORS LLC
Firm details
- Headquarters
- HACKENSACK, New Jersey
- CRD number
- 152131
- Website
- citocapital.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Cito Capital Advisors LLC operates as a small, owner‑run advisory and insurance brokerage practice that positions itself more as a planner and capital allocator than as a traditional asset manager. The firm’s stated advisory activities center on financial planning and the selection of other advisers, which suggests a model focused on coordinating outside managers and insurance solutions for clients rather than running concentrated in‑house portfolios. Business activities emphasize insurance brokerage, and the firm reports a fee structure that includes hourly charges and other non‑asset‑based fees. Cito Capital Advisors is not an active ESG investor and is not registered as a multi‑state adviser. As a capital allocator, the firm appears to place client capital with third‑party managers when appropriate rather than building extensive proprietary strategies. Available records do not list named third‑party alternative managers, but the firm’s mix of services implies a reliance on outside fund managers and insurance platforms to deliver investment and risk‑transfer solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOHN CITO
Managing DirectorCRD 724521
MICHAEL JAEGER
MemberCRD 4454074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HACKENSACK, NJ
BERGEN
Location
HACKENSACK, NJ
Headquartered in HACKENSACK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 354 State St
- Time zone
- ET (UTC-5)
- Office locations
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