# Fleisher, Martin

> Fleisher, Martin is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 319350
- Filed as: FLEISHER, MARTIN
- Legal name: Martin Fleisher, JD PC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319350
- AdvisorCensus page: https://advisorcensus.com/firm/fleisher-martin-319350

## Quick answers

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

**Is Fleisher, Martin registered with the SEC or a state?**
Fleisher, Martin is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319350.

**How much does Fleisher, Martin manage?**
Fleisher, Martin reports $180,088,308 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Fleisher, Martin's assets and staff changed since 2022?**
In the Form ADV data for Fleisher, Martin: Regulatory assets under management: $29,010,000 in the October 2022 data and $180,088,308 in the October 2026 data, up 521%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fleisher, Martin serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12).

**Which custodians does Fleisher, Martin use?**
Fleisher, Martin's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., E*trade Securities LLC, Fidelity Brokerage Services LLC and Vanguard Group Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Fleisher, Martin report any disciplinary disclosures?**
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/319350

**Does Fleisher, Martin state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "There is an account minimum of $2,000,000, which may be waived by MEFJDPC in its discretion."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $2,000,000, which may be waived by MEFJDPC in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- E*trade Securities LLC
- Fidelity Brokerage Services LLC
- Vanguard Group Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $180,088,308
- Discretionary: $180,088,308
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 12 | $180,088,308 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- 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.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $29,010,000 | 1 | June 28, 2022 |
| October 2023 | $124,868,009 | 1 | February 1, 2023 |
| October 2024 | $147,446,827 | 1 | June 14, 2024 |
| October 2025 | $163,776,601 | 1 | March 28, 2025 |
| October 2026 | $180,088,308 | 1 | March 23, 2026 |

Regulatory assets under management: $29,010,000 in the October 2022 data and $180,088,308 in the October 2026 data, up 521%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fleisher, Martin (CRD 319350): Form ADV filing data as of October 2026.