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Firm profile

Franco Financial Advisors, Inc..

NEW YORK, NYCRD 137587Latest ADV March 3, 2026

Franco Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 3, 2026, reports $72M in regulatory assets under management, 3 employees, and 108 accounts.

Assets Under Management
$72M
Employees
3
Offices
--
Total Clients
39
Primary office
NEW YORK, NY
41 MADISON AVENUE, 31ST FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarlos Dutan

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 69.2% of total clients.
Top client categories% of clientsClients
1
HNWI
69.2%
27
2
Individuals
30.8%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$72Mas of March 3, 2026
Discretionary100.0%
$72M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$72M
Total Accounts108
10Y AUM Change+$23M (+46.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee13:1
10Y Employee Change-1 (-25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.