RIA Intel›Advisers›Connecticut›FLEURUS INVESTMENT ADVISORY, LLC

FLEURUS INVESTMENT ADVISORY, LLC

Advisory

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in CT

#1,011

of 1,312 advisers by AUM

Average account

$540K

across 85 accounts

AUM per adviser

$46M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$46M

Discretionary %

98%

Clients

33

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$46M

Discretionary AUM$45M

Non-Discretionary AUM$900K

Discretionary %98%

Total Clients33

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

ENVEST ASSET MANAGEMENT, LLC

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STAMFORD, CT

$46M

SILVER SPRING INVESTMENT ADVISORS, LLC

NORWALK, CT

$47M

-78.4% 1Y

SALZMAN FINANCIAL MANAGEMENT LLC

BETHEL, CT

$44M

FAO WEALTH INC

TRUMBULL, CT

$44M

COMPREHENSIVE PLANNING ASSOCIATES, LTD.

FAIRFIELD, CT

$48M

-17.4% 1Y

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