Flfs Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, NY. Its latest Form ADV filing, dated March 23, 2026, reports $161M in regulatory assets under management, 5 employees, and 312 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
159
2
HNWI
17.2%
35
3
Charitable
3.4%
7
4
Pension Plans
0.5%
1
5
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of March 23, 2026
Discretionary100.0%
$161M
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$161M
Total Accounts312
10Y AUM Change+$161M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+2 (+66.7%)
* 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.