# Nardis Advisors LLC

> 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.

- CRD: 151517
- Filed as: NARDIS ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scarsdale, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151517
- AdvisorCensus page: https://advisorcensus.com/firm/nardis-advisors-llc-scarsdale-ny-151517

## Quick answers

**How is Nardis Advisors LLC compensated?**
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.

**How much does Nardis Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $625 to $1,050 an hour (consulting services); Subscription: $10,000 to $20,000 a month (retainer clients). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nardis Advisors LLC located?**
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).

**Is Nardis Advisors LLC registered with the SEC or a state?**
Nardis Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 151517.

**How much does Nardis Advisors LLC manage?**
Nardis Advisors LLC reports $183,013,141 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (94% discretionary).

**How have Nardis Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Nardis Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (74).

**Which custodians does Nardis Advisors LLC use?**
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.

**Does Nardis 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/151517

**What changed in Nardis Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $140,627,668 to $183,013,141 (+30%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $625 to $1,050 an hour (consulting services)

> For hourly fees, the Firm generally charges between $625 and $1,050 per hour, depending upon the level and scope of the services and the rendering of the consulting services.

- Subscription: $10,000 to $20,000 a month (retainer clients)

> Nardis also ofers a retainer arrangement. For retainer clients, the Firm generally charges a fxed fee between $10,000 to $20,000 monthly.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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: $183,013,141
- Discretionary: $172,770,715
- Non-discretionary: $10,242,426

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $27,269,550 |
| High net worth individuals | 79 | $138,365,418 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,504,157 |
| Charitable organizations | Fewer than 5 | $5,874,016 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (10 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Tel Aviv

### Websites listed on Form ADV (Item 1.I)
- nardisadvisors.com
- Facebook @NARDISADVISORS
- Facebook @nchait
- LinkedIn @nardis-advisors
- LinkedIn @normanchait
- YouTube @UC2tYJ8w4JCu53WRlAYXbMpw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,371,773 | 4 | March 25, 2021 |
| October 2022 | $134,116,870 | 4 | March 22, 2022 |
| October 2023 | $111,208,921 | 5 | March 9, 2023 |
| October 2024 | $126,063,168 | 5 | March 19, 2024 |
| October 2025 | $140,627,668 | 5 | March 25, 2025 |
| October 2026 | $183,013,141 | 6 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $140,627,668 to $183,013,141 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nardis Advisors LLC (CRD 151517): Form ADV filing data as of October 2026.