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AFA ADVISORS LLC

Advisory

LARCHMONT, NY

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in NY
#5,449
of 5,722 advisers by AUM
AUM change, 1 year
-45.7%
10th percentile in NY
AUM CAGR, 3 year
-22.3%
compound annual growth
Average account
$2M
across 2 accounts
AUM per adviser
$2M
2 advisers
Filing history
17
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM
$4M
1-Year AUM Growth
-45.7%
3-Year CAGR
-22.3%
Employees
2
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingJan 29, 2001
Latest FilingMar 15, 2026
Full AUM trend chart and 17 historical filings spanning 25+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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