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Fruitful Advisory, LLC

● SEC registered since 2022CRD 322603SEC# 801-126497New York, NY
Export (members)
Reg. AUM
$25.2M
Employees
44
Accounts
620
Location
New York, NY

Fruitful Advisory, LLC assets under management

Fruitful Advisory, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $25.2 million in regulatory assets under management and employs 44 people.

Fruitful Advisory, LLC owners & executives

4 reported
NameTitleOwnershipSince
Chelsie Jade ForysChief Compliance OfficerUnder 5%2025
Fruitful Inc ControlOwnerOver 75%2024
Sam Lewis ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Fruitful Advisory, LLC manage?

Fruitful Advisory, LLC reports $25.2 million in regulatory assets under management on its Form ADV.

How many employees does Fruitful Advisory, LLC have?

Fruitful Advisory, LLC reports 44 employees.

Where is Fruitful Advisory, LLC located?

Fruitful Advisory, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Fruitful Advisory, LLC disclose fund performance?

Fruitful Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address335 Madison Ave., Suite 5h, New York, NY 10017
Phone833-784-8050
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$25.2M▲ 171%
Mar '25 — $9.3MApr '25 — $9.3MMay '25 — $9.3MJun '25 — $9.3MJul '25 — $9.3MAug '25 — $9.3MSep '25 — $9.3MOct '25 — $9.3MNov '25 — $9.3MDec '25 — $9.3MJan '26 — $9.3MFeb '26 — $9.3MMar '26 — $25.2MApr '26 — $25.2MMay '26 — $25.2MJun '26 — $25.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$25.2Mregulatory AUM
Discretionary $25.2M