{
  "crd_number": 129045,
  "slug": "mezzasalma-advisors-tinton-falls-nj-129045",
  "primary_business_name": "MEZZASALMA ADVISORS",
  "legal_name": "MEZZASALMA ADVISORS, LLC",
  "dbas": [
    "LYCEUM FINANCIAL GROUP LLC",
    "MEZZASALMA ADVISORS"
  ],
  "city": "Tinton Falls",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-26",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 534421615.0,
  "raum_discretionary": 534410077.0,
  "raum_non_discretionary": 11538.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 389405.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 23286443.0,
      "count": 182
    },
    "pension_profit_sharing": {
      "raum": 11430861.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 492638290.0,
      "count": 182
    },
    "corporations_other_businesses": {
      "raum": 6676616.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://mezzadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129045",
  "city_as_filed": "TINTON FALLS",
  "url": "https://advisorcensus.com/firm/mezzasalma-advisors-tinton-falls-nj-129045",
  "display_name": "Mezzasalma Advisors",
  "summary": "Mezzasalma Advisors is an SEC-registered investment advisory firm in Tinton Falls, NJ, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Mezzasalma Advisors (CRD 129045): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Mezzasalma Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mezzasalma Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mezzasalma Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mezzasalma Advisors located?",
      "a": "Mezzasalma Advisors' principal office is in Tinton Falls, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mezzasalma Advisors registered with the SEC or a state?",
      "a": "Mezzasalma Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 129045."
    },
    {
      "q": "How much does Mezzasalma Advisors manage?",
      "a": "Mezzasalma Advisors reports $534,421,615 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mezzasalma Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mezzasalma Advisors: Regulatory assets under management: $178,028,328 in the October 2021 data and $534,421,615 in the October 2026 data, up 200%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mezzasalma Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (182); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does Mezzasalma Advisors use?",
      "a": "Mezzasalma Advisors' 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."
    },
    {
      "q": "Does Mezzasalma Advisors report any disciplinary disclosures?",
      "a": "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/129045"
    },
    {
      "q": "What changed in Mezzasalma Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 5. Regulatory assets under management went from $342,193,883 to $534,421,615 (+56%). Added an office in Elmsford, NY. Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 178028328.0,
      "total_employees": 3,
      "filing_date": "2021-06-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 216741232.0,
      "total_employees": 3,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 161009094.0,
      "total_employees": 3,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 230965236.0,
      "total_employees": 3,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 342193883.0,
      "total_employees": 3,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 534421615.0,
      "total_employees": 8,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 5.",
        "Regulatory assets under management went from $342,193,883 to $534,421,615 (+56%).",
        "Added an office in Elmsford, NY.",
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Lyceum Financial.",
        "Added the business name Lyceum Financial Group LLC."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Lyceum Financial.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $10,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges a flat fee for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges a flat fee for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mezzasalma-advisors-tinton-falls-nj-129045.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 182,
      "fewer_than_5": false,
      "raum": 23286443.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 182,
      "fewer_than_5": false,
      "raum": 492638290.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 11430861.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 389405.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 6676616.0
    }
  ],
  "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/129045",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}