RIA Intel›Advisers›New York›METIS ASSET MANAGEMENT ADVISORY, LLC

METIS ASSET MANAGEMENT ADVISORY, LLC

Advisory

NY

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in NY

#5,113

of 5,722 advisers by AUM

Average account

$252K

across 66 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

66 clients

39 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 NY

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

HUMONICA ASSET MANAGEMENT, LLC

$17M

MATRIX INVESTMENT RESEARCH LLC

$17M

KINGSLAND GROWTH ADVISORS LLC

MOUNT KISCO, NY

$17M

PLATT CAPITAL MANAGEMENT INC

$17M

WEALTH STRATEGIES & SOLUTIONS, LLC

$17M

CHARTER ADVISERS, INC.

$17M

Get the full picture on METIS ASSET MANAGEMENT ADVISORY, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track METIS ASSET MANAGEMENT ADVISORY, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans