PITTSFORD, NYCRD 110966Latest ADV January 20, 2026
Fischer Investment Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated January 20, 2026, reports $421M in regulatory assets under management, 4 employees, 1 office, and 199 accounts.
Assets Under Management
$421M
Employees
4
Offices
1 office
Total Clients
199
Primary office
PITTSFORD, NY
11 SCHOEN PLACE, 3RD FLOOR, PITTSFORD, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
199
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$421Mas of January 20, 2026
Discretionary37.3%
$157M
37% of total RAUM37.3%
Non-discretionary62.7%
$264M
63% of total RAUM62.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$421M
Total Accounts199
10Y AUM Change+$224M (+113.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee50:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.