# Fiorile & Associates, LLC

> Fiorile & Associates, LLC is a state-registered investment advisory firm in Saranac Lake, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 21, 2025.

- CRD: 158733
- Filed as: FIORILE & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Saranac Lake, NY
- Filing period: October 2026
- Form ADV filing dated: February 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158733
- AdvisorCensus page: https://advisorcensus.com/firm/fiorile-and-associates-llc-saranac-lake-ny-158733

## Quick answers

**How is Fiorile & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fiorile & Associates, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiorile & Associates, LLC located?**
Fiorile & Associates, LLC's principal office is in Saranac Lake, NY, according to its Form ADV.

**Is Fiorile & Associates, LLC registered with the SEC or a state?**
Fiorile & Associates, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 158733.

**How much does Fiorile & Associates, LLC manage?**
Fiorile & Associates, LLC reports $24,500,000 in regulatory assets under management in its Form ADV filing dated February 21, 2025 (0% discretionary).

**How have Fiorile & Associates, LLC's assets and staff changed since 2023?**
In the Form ADV data for Fiorile & Associates, LLC: Regulatory assets under management: $34,500,000 in the October 2023 data and $24,500,000 in the October 2026 data, down 29%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiorile & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52).

**Does Fiorile & Associates, LLC 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/158733

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $24,500,000
- Discretionary: $0
- Non-discretionary: $24,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $24,500,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiorilecpa.com
- Facebook @FIORILEFINANCIALADVISORY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $34,500,000 | 1 | June 6, 2023 |
| October 2024 | $31,300,000 | 1 | June 21, 2024 |
| October 2026 | $24,500,000 | 1 | February 21, 2025 |

Regulatory assets under management: $34,500,000 in the October 2023 data and $24,500,000 in the October 2026 data, down 29%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiorile & Associates, LLC (CRD 158733): Form ADV filing data as of October 2026.