{
  "crd_number": 105255,
  "slug": "boyar-asset-management-inc-new-york-ny-105255",
  "primary_business_name": "BOYAR ASSET MANAGEMENT, INC.",
  "legal_name": "BOYAR ASSET MANAGEMENT INC",
  "dbas": [
    "BOYAR VALUE GROUP"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-07-18",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 228201061.0,
  "raum_discretionary": 201878975.0,
  "raum_non_discretionary": 26322086.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4872211.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 23956126.0,
      "count": 94
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 20402970.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 7750812.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 132013792.0,
      "count": 91
    },
    "pooled_investment_vehicles": {
      "raum": 20879704.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 18325446.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://boyarassetmanagement.com",
    "https://boyarresearch.substack.com",
    "https://boyarvaluegroup.com",
    "https://facebook.com/boyarvalue",
    "https://linkedin.com/COMPANY/BOYAR-INTRINSIC-VALUE-RESEARC",
    "https://twitter.com/BOYARVALUE",
    "https://youtube.com/@boyarvaluegroup3082",
    "https://youtube.com/@theworldaccordingtoboyar1437"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105255",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/boyar-asset-management-inc-new-york-ny-105255",
  "display_name": "Boyar Asset Management, Inc.",
  "summary": "Boyar Asset Management, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Boyar Asset Management, Inc. (CRD 105255): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Boyar Asset Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boyar Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Boyar Asset Management, Inc. located?",
      "a": "Boyar Asset Management, Inc.'s principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Boyar Asset Management, Inc. registered with the SEC or a state?",
      "a": "Boyar Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105255."
    },
    {
      "q": "How much does Boyar Asset Management, Inc. manage?",
      "a": "Boyar Asset Management, Inc. reports $228,201,061 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (88% discretionary)."
    },
    {
      "q": "How have Boyar Asset Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boyar Asset Management, Inc.: Regulatory assets under management: $211,219,482 in the October 2021 data and $228,201,061 in the October 2026 data, up 8%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boyar Asset Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (91); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Boyar Asset Management, Inc. use?",
      "a": "Boyar Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boyar Asset Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105255"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 211219482.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 246485806.0,
      "total_employees": 9,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 198129802.0,
      "total_employees": 9,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 217089272.0,
      "total_employees": 9,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 225827685.0,
      "total_employees": 9,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 228201061.0,
      "total_employees": 9,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boyar-asset-management-inc-new-york-ny-105255.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 23956126.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 132013792.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 20402970.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 20879704.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 7750812.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4872211.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 18325446.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105255",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}