# Allegory Advisory

> Allegory Advisory is a state-registered investment advisory firm in New York, NY, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 173871
- Filed as: ALLEGORY ADVISORY
- Legal name: Allegory Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173871
- AdvisorCensus page: https://advisorcensus.com/firm/allegory-advisory-new-york-ny-173871

## Quick answers

**How is Allegory Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Allegory Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Allegory Advisory located?**
Allegory Advisory's principal office is in New York, NY, according to its Form ADV.

**Is Allegory Advisory registered with the SEC or a state?**
Allegory Advisory is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173871.

**How much does Allegory Advisory manage?**
Allegory Advisory reports $34,589,657 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Allegory Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (12).

**Does Allegory Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173871

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $34,589,657
- Discretionary: $34,589,657
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,954,407 |
| High net worth individuals | 12 | $30,635,250 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allegoryadvisory.com
- LinkedIn @al-fortunato-962691

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allegory Advisory (CRD 173871): Form ADV filing data as of October 2026.