{
  "crd_number": 147647,
  "slug": "litovsky-asset-management-147647",
  "primary_business_name": "LITOVSKY ASSET MANAGEMENT",
  "legal_name": "LITOVSKY ASSET MANAGEMENT",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-06-23",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 88395697.0,
  "raum_discretionary": 88395697.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 79758517.0,
      "count": 136
    },
    "high_net_worth_individuals": {
      "raum": 8637180.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/litovskymanagement",
    "https://linkedin.com/company/litovsky-asset-managment",
    "https://litovskymanagement.com",
    "https://retirementplanhub.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147647",
  "listing_state": "FL",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/litovsky-asset-management-147647",
  "display_name": "Litovsky Asset Management",
  "summary": "Litovsky Asset Management is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Litovsky Asset Management (CRD 147647): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Litovsky Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Litovsky Asset Management reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Litovsky Asset Management registered with the SEC or a state?",
      "a": "Litovsky Asset Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 147647."
    },
    {
      "q": "How much does Litovsky Asset Management manage?",
      "a": "Litovsky Asset Management reports $88,395,697 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Litovsky Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (136); high net worth individuals (4)."
    },
    {
      "q": "Does Litovsky Asset Management report any disciplinary disclosures?",
      "a": "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/147647"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/litovsky-asset-management-147647.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 8637180.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 136,
      "fewer_than_5": false,
      "raum": 79758517.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147647",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}