# Fish Advisory, LLC

> Fish Advisory, LLC is a state-registered investment advisory firm in Tesuque, NM, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2025.

- CRD: 312080
- Filed as: FISH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tesuque, NM
- Filing period: October 2026
- Form ADV filing dated: March 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312080
- AdvisorCensus page: https://advisorcensus.com/firm/fish-advisory-llc-tesuque-nm-312080

## Quick answers

**How is Fish Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fish Advisory, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Fish Advisory, LLC located?**
Fish Advisory, LLC's principal office is in Tesuque, NM, according to its Form ADV.

**Is Fish Advisory, LLC registered with the SEC or a state?**
Fish Advisory, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312080.

**How much does Fish Advisory, LLC manage?**
Fish Advisory, LLC reports $3,859,517 in regulatory assets under management in its Form ADV filing dated March 21, 2025 (69% discretionary).

**What types of clients does Fish Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1); charitable organizations (1).

**Does Fish Advisory, 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/312080

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,859,517
- Discretionary: $2,650,483
- Non-discretionary: $1,209,034

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,312,345 |
| High net worth individuals | 1 | $2,533,172 |
| Charitable organizations | 1 | $14,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fish Advisory, LLC (CRD 312080): Form ADV filing data as of October 2026.