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.
Offit Capital
New York, NY
Offit Capital Advisors LLC, CRD 144474
Firm filing updated August 19, 2026 ·
- $20.6BAssets
- 55Advisory staff
- 567Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals219
- Pooled vehicles126
- Charities33
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 219 | $13.7 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 126 | $4.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $65.1 million |
| Charitable organizations | 33 | $2.8 billion |
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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$20.6 billion
- Accounts567
- Discretionary$8.6 billion · 254 accounts
- Non-discretionary$12.0 billion · 313 accounts
People
- Employees82
- Advisory staff55
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Offit Capital Advisors LLC SEC-registered investment advisor. CRD 144474, SEC file 801-68155.
- Registered with the SEC as an investment advisor (status date on record: August 1, 2007).
Is Offit Capital a fiduciary?
Short answer: Offit Capital 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.