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.
Fruitful
New York, NY
Fruitful Advisory, LLC, CRD 322603
Firm filing updated July 1, 2026 ·
- $25.2MAssets
- 17Advisory staff
- 620Accounts
Fees and minimums
All fee types on the form
- Subscription fees (for a newsletter or periodical)Yes
- Percentage of assets under managementNo
- Hourly chargesNo
- Fixed feesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals350
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 350 | $23.9 million |
| High net worth individuals | Fewer than 5 clients | $1.3 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$25.2 million
- Accounts620
- DiscretionaryAll accounts
People
- Employees44
- Advisory staff17
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients2,000
Advisors
12 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Fruitful Advisory, LLC SEC-registered investment advisor. CRD 322603, SEC file 801-126497.
- Registered with the SEC as an investment advisor (status date on record: September 16, 2022).
Is Fruitful a fiduciary?
Short answer: Fruitful 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.