# 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.

- CRD: 291109
- Filed as: SILVER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291109
- AdvisorCensus page: https://advisorcensus.com/firm/silver-advisors-llc-new-york-ny-291109

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- J.P. Morgan Securities 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: $71,902,242
- Discretionary: $17,097,539
- Non-discretionary: $54,804,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,686,582 |
| High net worth individuals | 9 | $70,175,900 |
| 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) | 0 | $0 |
| 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 | 1 | $39,760 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silveradvisorsllc.com
- LinkedIn @18315578
- LinkedIn @GREGORYSILVER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $34,384,861 | 1 | May 28, 2021 |
| October 2022 | $88,183,788 | 1 | April 8, 2022 |
| October 2023 | $42,528,750 | 1 | February 27, 2023 |
| October 2024 | $68,072,267 | 1 | February 9, 2024 |
| October 2025 | $56,120,029 | 1 | February 15, 2025 |
| October 2026 | $71,902,242 | 1 | August 7, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $56,120,029 to $71,902,242 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Advisors, LLC (CRD 291109): Form ADV filing data as of October 2026.