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FLYNN ZITO CAPITAL MANAGEMENT, LLC

GARDEN CITY, NY · CRD 152689 · IAPD ↗ · (516) 746-9000

$773.9MRegulatory AUM
7Advisory reps
7Employees
2Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — FLYNN ZITO CAPITAL MANAGEMENT, LLC notice-filed in DE, GA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — FLYNN ZITO CAPITAL MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — FLYNN ZITO CAPITAL MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — FLYNN ZITO CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($470.2M -> $549.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — FLYNN ZITO CAPITAL MANAGEMENT, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.