# 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.

- CRD: 322603
- Filed as: FRUITFUL
- Legal name: Fruitful Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322603
- AdvisorCensus page: https://advisorcensus.com/firm/fruitful-new-york-ny-322603

## Quick answers

**How is Fruitful compensated?**
On its Form ADV (Item 5.E, October 2026), Fruitful reports these compensation arrangements: subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $25,205,403
- Discretionary: $25,205,403
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $23,868,357 |
| High net worth individuals | 1 | $1,337,046 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 44 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Arlington, VA

### Websites listed on Form ADV (Item 1.I)
- [fruitful.com](https://fruitful.com)
- Instagram @hellofruitful
- LinkedIn @fruitful-co
- TikTok @hellofruitful
- YouTube @hellofruitful

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 2 | September 21, 2022 |
| October 2023 | $0 | 15 | September 21, 2023 |
| October 2024 | $1,384,519 | 29 | June 7, 2024 |
| October 2025 | $9,299,269 | 40 | May 1, 2025 |
| October 2026 | $25,205,403 | 44 | July 1, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fruitful (CRD 322603): Form ADV filing data as of October 2026.
