# Fitzgerald Asset Management, LLC

> Fitzgerald Asset Management, LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 164611
- Filed as: FITZGERALD ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164611
- AdvisorCensus page: https://advisorcensus.com/firm/fitzgerald-asset-management-llc-164611

## Quick answers

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

**Is Fitzgerald Asset Management, LLC registered with the SEC or a state?**
Fitzgerald Asset Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 164611.

**How much does Fitzgerald Asset Management, LLC manage?**
Fitzgerald Asset Management, LLC reports $16,456,341 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**Does Fitzgerald Asset Management, 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/164611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,456,341
- Discretionary: $16,456,341
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $16,456,341 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fitzgeraldasset.com
- LinkedIn @fitzgerald-asset-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fitzgerald Asset Management, LLC (CRD 164611): Form ADV filing data as of October 2026.