# Metis Asset Management Advisory, LLC

> Metis Asset Management Advisory, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 281138
- Filed as: METIS ASSET MANAGEMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281138
- AdvisorCensus page: https://advisorcensus.com/firm/metis-asset-management-advisory-llc-281138

## Quick answers

**How is Metis Asset Management Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Metis Asset Management Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Metis Asset Management Advisory, LLC registered with the SEC or a state?**
Metis Asset Management Advisory, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 281138.

**How much does Metis Asset Management Advisory, LLC manage?**
Metis Asset Management Advisory, LLC reports $16,650,445 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Metis Asset Management Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (27).

**Does Metis Asset Management Advisory, LLC report any disciplinary disclosures?**
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/281138

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $16,650,445
- Discretionary: $16,650,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $13,372,074 |
| High net worth individuals | 39 | $3,278,371 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Metis Asset Management Advisory, LLC (CRD 281138): Form ADV filing data as of October 2026.