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.
Satovsky Asset Management LLC
New York, NY
CRD 143519
Firm filing updated April 16, 2026 ·
- $974.8MAssets
- 216Clients
- 7Advisory staff
- 216Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals149
- Individuals56
- Pension and profit sharing plans6
- Corporations or other businesses4
- Charities1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 56 | $46.4 million |
| High net worth individuals | 149 | $887.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $27.3 million |
| Charitable organizations | 1 | $4.3 million |
| Corporations or other businesses not listed above | 4 | $9.2 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
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$974.8 million
- Accounts216
- Discretionary$939.0 million · 210 accounts
- Non-discretionary$35.8 million · 6 accounts
People
- Employees12
- Advisory staff7
- Broker-dealer reps2
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 143519, SEC file 801-68060.
- Registered with the SEC as an investment advisor (status date on record: June 25, 2007).
Is Satovsky Asset Management LLC a fiduciary?
Short answer: Satovsky Asset Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives and the firm is itself a registered representative of a broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
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.