Firm profile

PUBLIC ADVISORS LLC

NEW YORK, NYCRD 318234Latest ADV March 29, 2026

Public Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 29, 2026, reports $19M in regulatory assets under management, 44 employees, and 4,521 accounts.

Assets Under Management
$19M
Employees
44
Offices
--
Total Clients
4,521
Primary office
NEW YORK, NY
530 BROADWAY, 4TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOStephen W. Sikes
CCOJack J. Chen

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
3,548
2
HNWI
21.5%
973

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$19Mas of March 29, 2026
Discretionary100.0%
$19M
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$19M
Total Accounts4,521
10Y AUM Change+$19M

Employee Growth by Quarter

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

Total Employees44
Clients per Employee103:1
10Y Employee Change+43 (+4300.0%)

* 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.