{
  "crd_number": 151517,
  "slug": "nardis-advisors-llc-scarsdale-ny-151517",
  "primary_business_name": "NARDIS ADVISORS LLC",
  "legal_name": "NARDIS ADVISORS LLC",
  "dbas": [],
  "city": "Scarsdale",
  "state": "NY",
  "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": "2015-11-05",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 183013141.0,
  "raum_discretionary": 172770715.0,
  "raum_non_discretionary": 10242426.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5874016.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 27269550.0,
      "count": 74
    },
    "pension_profit_sharing": {
      "raum": 11504157.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 138365418.0,
      "count": 79
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/NARDISADVISORS",
    "https://facebook.com/nchait",
    "https://linkedin.com/company/nardis-advisors",
    "https://linkedin.com/in/normanchait",
    "https://nardisadvisors.com",
    "https://youtube.com/channel/UC2tYJ8w4JCu53WRlAYXbMpw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151517",
  "city_as_filed": "SCARSDALE",
  "url": "https://advisorcensus.com/firm/nardis-advisors-llc-scarsdale-ny-151517",
  "display_name": "Nardis Advisors LLC",
  "summary": "Nardis Advisors LLC is an SEC-registered investment advisory firm in Scarsdale, NY, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Nardis Advisors LLC (CRD 151517): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Nardis Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nardis Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Nardis Advisors LLC located?",
      "a": "Nardis Advisors LLC's principal office is in Scarsdale, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Nardis Advisors LLC registered with the SEC or a state?",
      "a": "Nardis Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 151517."
    },
    {
      "q": "How much does Nardis Advisors LLC manage?",
      "a": "Nardis Advisors LLC reports $183,013,141 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (94% discretionary)."
    },
    {
      "q": "How have Nardis Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Nardis Advisors LLC: Regulatory assets under management: $120,371,773 in the October 2021 data and $183,013,141 in the October 2026 data, up 52%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nardis Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (74)."
    },
    {
      "q": "Which custodians does Nardis Advisors LLC use?",
      "a": "Nardis Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nardis Advisors LLC 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/151517"
    },
    {
      "q": "What changed in Nardis Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $140,627,668 to $183,013,141 (+30%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 120371773.0,
      "total_employees": 4,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 134116870.0,
      "total_employees": 4,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 111208921.0,
      "total_employees": 5,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 126063168.0,
      "total_employees": 5,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 140627668.0,
      "total_employees": 5,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 183013141.0,
      "total_employees": 6,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $140,627,668 to $183,013,141 (+30%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "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/nardis-advisors-llc-scarsdale-ny-151517.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 74,
      "fewer_than_5": false,
      "raum": 27269550.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 79,
      "fewer_than_5": false,
      "raum": 138365418.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 11504157.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 5874016.0
    }
  ],
  "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/151517",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}