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FITZROY INVESTMENT ADVISORS LLC

AVENTURA, FL · CRD 174342 · IAPD ↗ · 347-580-9762

$1.04BRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — FITZROY INVESTMENT ADVISORS LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — FITZROY INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($662.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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