# Nosuris, Inc.

> Nosuris, Inc. is an SEC-registered investment advisory firm in Lynbrook, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 160979
- Filed as: NOSURIS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lynbrook, NY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160979
- AdvisorCensus page: https://advisorcensus.com/firm/nosuris-inc-lynbrook-ny-160979

## Quick answers

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

**Where is Nosuris, Inc. located?**
Nosuris, Inc.'s principal office is in Lynbrook, NY, according to its Form ADV.

**Is Nosuris, Inc. registered with the SEC or a state?**
Nosuris, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 160979.

**How much does Nosuris, Inc. manage?**
Nosuris, Inc. reports $95,000,000 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (37% discretionary).

**What types of clients does Nosuris, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (10); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Nosuris, Inc. use?**
Nosuris, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Nosuris, Inc. 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/160979

**Does Nosuris, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "In general, we require a minimum dollar amount of $250,000 to open and maintain an advisory account, and we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to effectively manage."

**What changed in Nosuris, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Account minimum: $250,000

> In general, we require a minimum dollar amount of $250,000 to open and maintain an advisory account, and we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to effectively manage.

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

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- Fidelity Brokerage Services 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: $95,000,000
- Discretionary: $35,000,000
- Non-discretionary: $60,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $80,000,000 |
| High net worth individuals | 10 | $10,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $5,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- odifinancial.com
- LinkedIn @NOSURIS-INC-

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TN.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nosuris, Inc. (CRD 160979): Form ADV filing data as of October 2026.