FOG CITY ADVISORS, LLC

Overview

FOG City Advisors, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC in 2025. The firm is owner-operated and serves both individual and family clients as well as institutional relationships, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. Its business activities include accounting services in addition to advisory work, which suggests an integrated offering that blends tax and cash-flow considerations into investment decisions. Investment activity is concentrated in discretionary portfolio management: the firm reports all of its assets as discretionary. FOG City Advisors structures fees as a mix of percentage of AUM and fixed fees, indicating it can tailor pricing to client needs—AUM-based fees for ongoing portfolio oversight and flat fees for planning or project work. The firm does not identify as an active ESG investor and is not designated a multi-state adviser, so its client footprint appears focused and operationally concentrated rather than national in scope.

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