# Precision Capital Advisors, LLC

> Precision Capital Advisors, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 157784
- Filed as: PRECISION CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157784
- AdvisorCensus page: https://advisorcensus.com/firm/precision-capital-advisors-llc-greenwich-ct-157784

## Quick answers

**How is Precision Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Precision Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Precision Capital Advisors, LLC located?**
Precision Capital Advisors, LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Precision Capital Advisors, LLC registered with the SEC or a state?**
Precision Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157784.

**How much does Precision Capital Advisors, LLC manage?**
Precision Capital Advisors, LLC reports $2,688,246,972 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Precision Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Precision Capital Advisors, LLC: Regulatory assets under management: $1,377,587,693 in the October 2021 data and $2,688,246,972 in the October 2026 data, up 95%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Precision Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42).

**Does Precision Capital 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/157784

**What changed in Precision Capital Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,688,246,972
- Discretionary: $2,688,246,972
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 42 | $2,688,246,972 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- precisioncapital.com
- LinkedIn @precision-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,377,587,693 | 7 | April 14, 2021 |
| October 2022 | $1,857,053,685 | 7 | May 26, 2022 |
| October 2023 | $2,067,570,079 | 8 | March 30, 2023 |
| October 2024 | $2,085,007,082 | 8 | August 15, 2024 |
| October 2025 | $2,303,822,668 | 8 | May 23, 2025 |
| October 2026 | $2,688,246,972 | 9 | May 26, 2026 |

Regulatory assets under management: $1,377,587,693 in the October 2021 data and $2,688,246,972 in the October 2026 data, up 95%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,303,822,668 to $2,688,246,972 (+17%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precision Capital Advisors, LLC (CRD 157784): Form ADV filing data as of October 2026.