# Satovsky Asset Management LLC

> Satovsky Asset Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 143519
- Filed as: SATOVSKY ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143519
- AdvisorCensus page: https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519

## Quick answers

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

**Where is Satovsky Asset Management LLC located?**
Satovsky Asset Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Satovsky Asset Management LLC registered with the SEC or a state?**
Satovsky Asset Management LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143519.

**How much does Satovsky Asset Management LLC manage?**
Satovsky Asset Management LLC reports $974,765,900 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (96% discretionary).

**How have Satovsky Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Satovsky Asset Management LLC: Regulatory assets under management: $635,940,745 in the October 2021 data and $974,765,900 in the October 2026 data, up 53%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Satovsky Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (56); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Satovsky Asset Management LLC use?**
Satovsky Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Satovsky Asset Management 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/143519

**Does Satovsky Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum portfolio size is $2,000,000, which is subject to the Adviser’s discretion."

**What changed in Satovsky Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $843,741,522 to $974,765,900 (+16%).

## 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 March 31, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum portfolio size is $2,000,000, which is subject to the Adviser’s discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company 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: $974,765,900
- Discretionary: $938,950,897
- Non-discretionary: $35,815,003

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $46,429,565 |
| High net worth individuals | 149 | $887,539,258 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $27,301,669 |
| Charitable organizations | 1 | $4,270,466 |
| Corporations or other businesses not listed above | 4 | $9,224,942 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, MA, MI, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- satovsky.com
- satovskyassetmanagement.com
- Facebook @SATOVSKYASSETMANAGEMENT
- Instagram @JONSATOVSKY
- LinkedIn @SATOVSKY-ASSET-MANAGEMENT-LLC
- LinkedIn @CHRISTINELUCERO
- LinkedIn @FRANK-TORRONE-CFP
- X @JONSATOVSKY
- YouTube @SATOVSKYASSETMANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $635,940,745 | 9 | March 19, 2021 |
| October 2022 | $779,304,417 | 7 | March 25, 2022 |
| October 2023 | $683,901,572 | 8 | March 28, 2023 |
| October 2024 | $792,106,127 | 8 | April 25, 2024 |
| October 2025 | $843,741,522 | 10 | July 10, 2025 |
| October 2026 | $974,765,900 | 12 | April 16, 2026 |

Regulatory assets under management: $635,940,745 in the October 2021 data and $974,765,900 in the October 2026 data, up 53%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $843,741,522 to $974,765,900 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Satovsky Asset Management LLC (CRD 143519): Form ADV filing data as of October 2026.