BASKING RIDGE, NJCRD 169817Latest ADV March 30, 2026
Stolzer Rothschild Levy LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Basking Ridge, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $166M in regulatory assets under management, 2 employees, and 245 accounts.
Assets Under Management
$166M
Employees
2
Offices
--
Total Clients
98
Primary office
BASKING RIDGE, NJ
233 MT. AIRY ROAD, SUITE 100, BASKING RIDGE, NJ, United States
Top client segmentIndividuals represent 45.9% of total clients.
Top client categories% of clientsClients
1
Individuals
45.9%
45
2
HNWI
33.7%
33
3
401K
15.3%
15
4
Pension Plans
5.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 30, 2026
Discretionary76.3%
$127M
76% of total RAUM76.3%
Non-discretionary23.7%
$39M
24% of total RAUM23.7%
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.
Total AUM$166M
Total Accounts245
10Y AUM Change+$21M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* 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.