AdvisorCensus / Financial advisors / New York / New York / Fruitful
Fruitful is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is Fruitful compensated?
On its Form ADV (Item 5.E, October 2026), Fruitful reports these compensation arrangements: subscription fees (for a newsletter or periodical).
Where is Fruitful located?
Fruitful's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Fruitful registered with the SEC or a state?
Fruitful is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322603.
How much does Fruitful manage?
Fruitful reports $25,205,403 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).
How have Fruitful's assets and staff changed since 2022?
In the Form ADV data for Fruitful: Regulatory assets under management: $0 in the October 2023 data and $25,205,403 in the October 2026 data. Total employees: 2 in October 2022 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fruitful serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (1).
Which custodians does Fruitful use?
Fruitful's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.
Does Fruitful 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/322603
What changed in Fruitful's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in AR, HI, IN, NV.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Subscription fees (for a newsletter or periodical)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$25,205,403 as of October 2026, filing dated July 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Fruitful Advisory, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 44. Performing investment advisory functions: 17.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
36 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $25,205,403 | 44 | July 1, 2026 |
| October 2025 | $9,299,269 | 40 | May 1, 2025 |
| October 2024 | $1,384,519 | 29 | June 7, 2024 |
| October 2023 | $0 | 15 | September 21, 2023 |
| October 2022 | Not reported | 2 | September 21, 2022 |
Regulatory assets under management: $0 in the October 2023 data and $25,205,403 in the October 2026 data.
Total employees: 2 in October 2022 and 44 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in AR, HI, IN, NV.
- April 2026
- Employees performing advisory functions went from 15 to 17.
- Regulatory assets under management went from $9,299,269 to $25,205,403 (+171%).
- Added an office in Arlington, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fruitful (CRD 322603): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fruitful-new-york-ny-322603