Serenity Capital Advisors Inc.
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 332396
- Registered since
- August 18, 2025
- Website
- serenitycapadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Rajiv Dixit
Chief Executive Officer and FounderCRD 5144936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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