# Flynn Zito Capital Management, LLC

> Flynn Zito Capital Management, LLC is an SEC-registered investment advisory firm in Garden City, NY, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 152689
- Filed as: FLYNN ZITO CAPITAL MANAGEMENT, LLC
- Also doing business as: FZCM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152689
- AdvisorCensus page: https://advisorcensus.com/firm/flynn-zito-capital-management-llc-garden-city-ny-152689

## Quick answers

**How is Flynn Zito Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Flynn Zito Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Flynn Zito Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: $2,500 to $10,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Flynn Zito Capital Management, LLC located?**
Flynn Zito Capital Management, LLC's principal office is in Garden City, NY, according to its Form ADV.

**Is Flynn Zito Capital Management, LLC registered with the SEC or a state?**
Flynn Zito Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152689.

**How much does Flynn Zito Capital Management, LLC manage?**
Flynn Zito Capital Management, LLC reports $773,857,019 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (98% discretionary).

**How have Flynn Zito Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Flynn Zito Capital Management, LLC: Regulatory assets under management: $504,255,332 in the October 2021 data and $773,857,019 in the October 2026 data, up 53%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flynn Zito Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (587); high net worth individuals (452); corporations or other businesses not listed above (17).

**Which custodians does Flynn Zito Capital Management, LLC use?**
Flynn Zito Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Flynn Zito Capital 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 SEC record: https://adviserinfo.sec.gov/firm/summary/152689

**What changed in Flynn Zito Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $672,264,058 to $773,857,019 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Flat fee: $2,500 to $10,000 (Retirement Plan Consulting services)

> Our flat fees range from $2,500 to $10,000.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $773,857,019
- Discretionary: $757,199,982
- Non-discretionary: $16,657,037

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 587 | $126,634,810 |
| High net worth individuals | 452 | $606,494,913 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $23,042,343 |
| Charitable organizations | 5 | $1,198,459 |
| Corporations or other businesses not listed above | 17 | $16,486,494 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2010 (16 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [facebook/FLYNNZITO](https://facebook/FLYNNZITO)
- [flynnzito.com](https://flynnzito.com)
- LinkedIn @FLYNN-ZITO-CAPITAL-MANAGEMENT-LLC
- LinkedIn @coleflynn
- LinkedIn @dougflynn1
- LinkedIn @richardzito
- LinkedIn @ryanhaiss
- LinkedIn @stefangollisz
- LinkedIn @stevenaberman
- X @FLYNNZITO
- YouTube @FLYNNZITO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $504,255,332 | 5 | April 30, 2021 |
| October 2022 | $540,003,855 | 5 | February 15, 2022 |
| October 2023 | $470,214,085 | 6 | March 21, 2023 |
| October 2024 | $549,233,622 | 6 | March 12, 2024 |
| October 2025 | $672,264,058 | 8 | March 7, 2025 |
| October 2026 | $773,857,019 | 7 | February 25, 2026 |

Regulatory assets under management: $504,255,332 in the October 2021 data and $773,857,019 in the October 2026 data, up 53%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $672,264,058 to $773,857,019 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flynn Zito Capital Management, LLC (CRD 152689): Form ADV filing data as of October 2026.