{
  "crd_number": 110966,
  "slug": "fischer-investment-group-inc-pittsford-ny-110966",
  "primary_business_name": "FISCHER INVESTMENT GROUP, INC.",
  "legal_name": "FISCHER INVESTMENT GROUP, INC.",
  "dbas": [
    "ARCURIA CAPITAL MANAGEMENT"
  ],
  "city": "Pittsford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-08-07",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 437897844.0,
  "raum_discretionary": 186237381.0,
  "raum_non_discretionary": 251660463.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 437897844.0,
      "count": 210
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://fischerig.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110966",
  "city_as_filed": "PITTSFORD",
  "url": "https://advisorcensus.com/firm/fischer-investment-group-inc-pittsford-ny-110966",
  "display_name": "Fischer Investment Group, Inc.",
  "summary": "Fischer Investment Group, Inc. is an SEC-registered investment advisory firm in Pittsford, NY, registered since 1987, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Fischer Investment Group, Inc. (CRD 110966): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fischer Investment Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fischer Investment Group, Inc. reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); other."
    },
    {
      "q": "Where is Fischer Investment Group, Inc. located?",
      "a": "Fischer Investment Group, Inc.'s principal office is in Pittsford, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fischer Investment Group, Inc. registered with the SEC or a state?",
      "a": "Fischer Investment Group, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 110966."
    },
    {
      "q": "How much does Fischer Investment Group, Inc. manage?",
      "a": "Fischer Investment Group, Inc. reports $437,897,844 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (43% discretionary)."
    },
    {
      "q": "How have Fischer Investment Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fischer Investment Group, Inc.: Regulatory assets under management: $323,907,318 in the October 2021 data and $437,897,844 in the October 2026 data, up 35%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fischer Investment Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210)."
    },
    {
      "q": "Does Fischer Investment Group, 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/110966"
    },
    {
      "q": "Does Fischer Investment Group, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 says: \"Fischer Investment Group, Inc. does not have a minimum annual fee or minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 323907318.0,
      "total_employees": 5,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 383640598.0,
      "total_employees": 5,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 364232924.0,
      "total_employees": 4,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 403234911.0,
      "total_employees": 4,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 403234911.0,
      "total_employees": 4,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 437897844.0,
      "total_employees": 4,
      "filing_date": "2026-09-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Fischer Investment Group, Inc. does not have a minimum annual fee or minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fischer Investment Group, Inc. does not have a minimum annual fee or minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fischer-investment-group-inc-pittsford-ny-110966.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 210,
      "fewer_than_5": false,
      "raum": 437897844.0
    }
  ],
  "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/110966",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}