SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Boyar Asset Management, Inc.
New York, NY
Boyar Asset Management Inc, CRD 105255
Firm filing updated August 18, 2026 ·
- $228.2MAssets
- 6Advisory staff
- 205Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals94
- High net worth individuals91
- Corporations or other businesses15
- Pooled vehicles2
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 94 | $24.0 million |
| High net worth individuals | 91 | $132.0 million |
| Investment companies | 1 | $20.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $20.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $7.8 million |
| Charitable organizations | Fewer than 5 clients | $4.9 million |
| Corporations or other businesses not listed above | 15 | $18.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$228.2 million
- Accounts205
- Discretionary$201.9 million · 102 accounts
- Non-discretionary$26.3 million · 103 accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Boyar Asset Management Inc SEC-registered investment advisor. CRD 105255, SEC file 801-19283.
- Registered with the SEC as an investment advisor (status date on record: July 18, 1983).
Is Boyar Asset Management, Inc. a fiduciary?
Short answer: Boyar Asset Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.