Firm profile

Nosuris, Inc..

LYNBROOK, NYCRD 160979Registration Status: ApprovedEffective since April 3, 2026Latest ADV June 2, 2026

Nosuris, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lynbrook, NY. Its latest Form ADV filing, dated June 2, 2026, reports $95M in regulatory assets under management, 2 employees, and 450 accounts.

Assets Under Management
$95M
Employees
2
Offices
--
Total Clients
200
Primary office
LYNBROOK, NY
700 MERRICK ROAD, LYNBROOK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMark Dorfman

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
180
2
HNWI
5.0%
10
3
Pension Plans
5.0%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$95Mas of June 2, 2026
Discretionary36.8%
$35M
37% of total RAUM36.8%
Non-discretionary63.2%
$60M
63% of total RAUM63.2%
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.

Total AUM$95M
Total Accounts450
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee100:1
10Y Employee Change0 (0.0%)

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.