# LVW Advisors, LLC

> LVW Advisors, LLC is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 159403
- Filed as: LVW ADVISORS, LLC
- Also doing business as: LVW FLYNN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159403
- AdvisorCensus page: https://advisorcensus.com/firm/lvw-advisors-llc-pittsford-ny-159403

## Quick answers

**How is LVW Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LVW Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is LVW Advisors, LLC located?**
LVW Advisors, LLC's principal office is in Pittsford, NY, according to its Form ADV.

**Is LVW Advisors, LLC registered with the SEC or a state?**
LVW Advisors, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159403.

**How much does LVW Advisors, LLC manage?**
LVW Advisors, LLC reports $2,471,874,272 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (77% discretionary).

**How have LVW Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for LVW Advisors, LLC: Regulatory assets under management: $2,077,986,442 in the October 2021 data and $2,471,874,272 in the October 2026 data, up 19%. Total employees: 18 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LVW Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (247); individuals (other than high net worth individuals) (246); corporations or other businesses not listed above (11).

**Which custodians does LVW Advisors, LLC use?**
LVW Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does LVW Advisors, 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/159403

**What changed in LVW Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $2,471,874,272
- Discretionary: $1,896,566,719
- Non-discretionary: $575,307,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 246 | $86,728,963 |
| High net worth individuals | 247 | $1,525,190,481 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $6,735,812 |
| Charitable organizations | 9 | $232,568,505 |
| Corporations or other businesses not listed above | 11 | $620,650,511 |

### 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)
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- lvwadvisors.com
- LinkedIn @focus-financial-partners
- LinkedIn @lvw-advisors
- X @focusfinancial
- X @lvwadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,077,986,442 | 18 | August 25, 2021 |
| October 2022 | $2,201,067,267 | 17 | May 12, 2022 |
| October 2023 | $1,933,785,391 | 19 | September 27, 2023 |
| October 2024 | $2,137,887,826 | 19 | September 11, 2024 |
| October 2025 | $2,281,803,093 | 21 | May 21, 2025 |
| October 2026 | $2,471,874,272 | 19 | October 1, 2026 |

Regulatory assets under management: $2,077,986,442 in the October 2021 data and $2,471,874,272 in the October 2026 data, up 19%.
Total employees: 18 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LVW Advisors, LLC (CRD 159403): Form ADV filing data as of October 2026.