AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / New York / New York / The Hajdari Group, LLC

The Hajdari Group, LLC

Staten Island, NYSEC-registered investment adviserCRD 289331

Filed as THE HAJDARI GROUP, LLC

The Hajdari Group, LLC is an SEC-registered investment advisory firm in Staten Island, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

9 years
registered since 2017
$133,045,913
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is The Hajdari Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), The Hajdari Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

What does The Hajdari Group, LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is The Hajdari Group, LLC located?

The Hajdari Group, LLC's principal office is in Staten Island, NY, according to its Form ADV.

Is The Hajdari Group, LLC registered with the SEC or a state?

The Hajdari Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289331.

How much does The Hajdari Group, LLC manage?

The Hajdari Group, LLC reports $133,045,913 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (95% discretionary).

How have The Hajdari Group, LLC's assets and staff changed since 2021?

In the Form ADV data for The Hajdari Group, LLC: Regulatory assets under management: $70,064,615 in the October 2021 data and $133,045,913 in the October 2026 data, up 90%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does The Hajdari Group, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (48); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

Which custodians does The Hajdari Group, LLC use?

The Hajdari Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does The Hajdari Group, 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/289331

What changed in The Hajdari Group, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $111,387,983 to $133,045,913 (+19%).

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
  • Hourly charges
  • Fixed fees (other than subscription 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 2A

Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

The brochure's wording
Fees are billed at an annual rate between 0.50% and 2.00% based on the size of the Client relationship, the scope of services to be provided, the complexity of a Client’s situation and other factors.

As stated in the firm's Form ADV Part 2A brochure dated March 20, 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
$133,045,913

$133,045,913 as of October 2026, filing dated March 20, 2026.

Discretionary: $126,800,921.Non-discretionary: $6,244,992.

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.D
Individuals (other than high net worth individuals)
Clients 193 Assets $44,253,651 (33%)
High net worth individuals
Clients 48 Assets $85,803,348 (64%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 13 Assets $1,730,815 (1%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $1,258,099 (1%)

A 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 2. 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
4 states or jurisdictions
FLNJNYTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$70.1M 2021 $79.3M 2022 $78.6M 2023 $84.7M 2024 $111M 2025 $133M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$133,045,9132March 20, 2026
October 2025$111,387,9832March 18, 2025
October 2024$84,685,0503March 13, 2024
October 2023$78,560,6033August 28, 2023
October 2022$79,315,0553August 5, 2022
October 2021$70,064,6153August 13, 2021

Regulatory assets under management: $70,064,615 in the October 2021 data and $133,045,913 in the October 2026 data, up 90%.

Total employees: 3 in October 2021 and 2 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
  1. April 2026
    • Regulatory assets under management went from $111,387,983 to $133,045,913 (+19%).

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.I
thehajdarigroup.com

Source: 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. The Hajdari Group, LLC (CRD 289331): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331