Skip to the page

Data / Investment advisers / New York / Flynn Zito Capital Management, LLC

Flynn Zito Capital Management, LLC, Garden City, NY: $774 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Flynn Zito Capital Management, LLC is an SEC registered investment adviser with its main office in Garden City, New York and reports $774 million in regulatory assets under management in its Form ADV filed February 25, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Flynn Zito Capital Management, LLC (CRD number 152689): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
152689
SEC file number
801-71111
SEC status
Approved, effective February 22, 2010
Main office
585 Stewart Ave Suite 620, Garden City, NY 11530
Phone
(516) 746-9000
Website
facebook
Regulatory AUM
$773,857,019 in the Form ADV filed February 25, 2026
Discretionary AUM
$757,199,982
Non discretionary AUM
$16,657,037
Accounts
1,904
Employees
7, of which 7 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
February 25, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals452$606.5 million
Individuals (other than high net worth individuals)587$126.6 million
Pension and profit sharing plans12$23 million
Corporations or other businesses17$16.5 million
Charitable organizations5$1.2 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
March 2, 2026$773.9 millionFebruary 25, 2026
December 1, 2025$672.3 millionMarch 7, 2025

Other advisers in Garden City

AdviserCityAUMPrivate fundsSource
Hilton Capital Management, LLCGarden City$3.16 billionNot listedadviserinfo.sec.gov
United Asset Strategies Inc.Garden City$2.26 billionNot listedadviserinfo.sec.gov
Piton Investment Management, LPGarden City$927.9 millionNot listedadviserinfo.sec.gov
Wilmington Capital Securities, LLCGarden City$277.1 millionNot listedadviserinfo.sec.gov
Brixton Capital Wealth Advisors, LLCGarden City$212.4 millionNot listedadviserinfo.sec.gov
The Bendix Financial Group, Inc.Garden City$196.6 millionNot listedadviserinfo.sec.gov
First American Asset Advisory, LLCGarden City$191.8 millionNot listedadviserinfo.sec.gov
Davidov Wealth Group, LLCGarden City$174.5 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.