# Northfork Advisors

> Northfork Advisors is a state-registered investment advisory firm in Bozeman, MT, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 159781
- Filed as: NORTHFORK ADVISORS
- Legal name: Northfork Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bozeman, MT
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159781
- AdvisorCensus page: https://advisorcensus.com/firm/northfork-advisors-bozeman-mt-159781

## Quick answers

**How is Northfork Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Northfork Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Northfork Advisors located?**
Northfork Advisors' principal office is in Bozeman, MT, according to its Form ADV.

**Is Northfork Advisors registered with the SEC or a state?**
Northfork Advisors is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159781.

**How much does Northfork Advisors manage?**
Northfork Advisors reports $107,594,417 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Northfork Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (23).

**Does Northfork Advisors 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/159781

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $107,594,417
- Discretionary: $107,594,417
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $39,337,304 |
| High net worth individuals | 23 | $62,565,008 |
| Charitable organizations | Fewer than 5 | $5,045,069 |
| Corporations or other businesses not listed above | Fewer than 5 | $647,036 |

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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northforkadvisors.com
- Facebook @NORTHFORK-FINANCIAL-LLC-27282188942886
- LinkedIn @NORTHFORK-FINANCIAL-LLC
- LinkedIn @SARAH-FITZGERALD-A97B535
- LinkedIn @WES-SHIFRIN-CFA-BBA0633B

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northfork Advisors (CRD 159781): Form ADV filing data as of October 2026.