Serenity Capital Advisors Inc.

RIASEC RegisteredEst. 2025
Total AUM
$64.3M
Discretionary
$64.3M
100% of AUM
Avg account
$431K
Accounts
149
Employees
4
Advisory reps
1

Firm details

Headquarters
Pittsford, New York
CRD number
332396
Registered since
August 18, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.45%
  • Individuals7.66%
  • Charitable Organizations0.89%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Serenity Capital Advisors Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its primary advisory services are financial planning and portfolio management for individuals and small businesses. Serenity is not positioned as a capital allocator, does not identify as an active ESG investor, and reports single-state activity rather than a multi-state footprint. The firm’s SEC registration year is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Rajiv Dixit

    Rajiv Dixit

    Chief Executive Officer and FounderCRD 5144936

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Pittsford, NY

Monroe

Location

Pittsford, NY

Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
145 Sullys Trl
Time zone
ET (UTC-5)
Office locations

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