FIFTH AVENUE FAMILY OFFICE

RIASEC RegisteredEst. 2002

Total AUM

$1.4B

Discretionary

$230M

17% of AUM

Avg account

$10.9M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: NAPLES, Florida
CRD number: 122448
Registered since: August 28, 2002
Website: fifthavenuefamily.com
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.18%
Charitable Organizations0.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fifth Avenue Family Office is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2002. The firm serves individual and family clients and positions itself as a capital allocator rather than a pure implementation-only adviser. Its compensation combines a percentage-of-AUM component with fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of external advisers. The firm identifies as an active ESG investor and is not registered as a multistate adviser.