AdvisorCensus / Financial advisors / New York / New York / Silver Advisors, LLC
Silver Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Silver Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Silver Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
How much does Silver Advisors, LLC charge?
Its Form ADV Part 2A brochure dated August 7, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Silver Advisors, LLC located?
Silver Advisors, LLC's principal office is in New York, NY, according to its Form ADV.
Is Silver Advisors, LLC registered with the SEC or a state?
Silver Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 291109.
How much does Silver Advisors, LLC manage?
Silver Advisors, LLC reports $71,902,242 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (24% discretionary).
How have Silver Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Silver Advisors, LLC: Regulatory assets under management: $34,384,861 in the October 2021 data and $71,902,242 in the October 2026 data, up 109%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Silver Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (1).
Which custodians does Silver Advisors, LLC use?
Silver Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Silver 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/291109
Does Silver Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 7, 2026 says: "Silver generally requires a minimum account balance of $100,000 for our investment management services. However, Silver in its sole discretion may waive or lower our minimum account balance requirement"
What changed in Silver Advisors, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $56,120,029 to $71,902,242 (+28%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Silver charges an annual asset-based fee of up to 2% based on the client’s assets under management (“AUM”), billed monthly in arrears
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Silver generally requires a minimum account balance of $100,000 for our investment management services. However, Silver in its sole discretion may waive or lower our minimum account balance requirement
As stated in the firm's Form ADV Part 2A brochure dated August 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$71,902,242 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $71,902,242 | 1 | August 7, 2026 |
| October 2025 | $56,120,029 | 1 | February 15, 2025 |
| October 2024 | $68,072,267 | 1 | February 9, 2024 |
| October 2023 | $42,528,750 | 1 | February 27, 2023 |
| October 2022 | $88,183,788 | 1 | April 8, 2022 |
| October 2021 | $34,384,861 | 1 | May 28, 2021 |
Regulatory assets under management: $34,384,861 in the October 2021 data and $71,902,242 in the October 2026 data, up 109%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $56,120,029 to $71,902,242 (+28%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Silver Advisors, LLC (CRD 291109): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/silver-advisors-llc-new-york-ny-291109