Fealty Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,959,963
Total clients
25
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
13
Average account size
$118,399
About
Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, preparing an Investment Policy Statement for each account and conducting regular portfolio monitoring. The firm manages a small client base (25 clients) with roughly $2.96 million in discretionary assets and does not impose an account minimum.
The firm combines charting, cyclical, fundamental and technical analysis and implements both long‑term and short‑term trading strategies under discretionary authority aligned with each client’s Investment Policy Statement. Fealty Group explicitly offers crypto/digital asset exposure as part of its managed portfolios and includes detailed disclosures about the valuation, custody, and regulatory risks of those assets.
Distinctive operational features include a requirement that clients use specific custodial platforms (Altruist and Onramp) and a multi‑year client loyalty program that reduces advisory fees after sustained relationships, which are less common among similarly sized supported firms. The firm is newly formed in 2023, focuses its recommendations mainly on equities, mutual funds and digital assets, and notes that its representatives also act as licensed insurance agents, with documented procedures to address related conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001 - $20,000,000: 1.00% $20,000,001+: 0.75%
$150 per hour (negotiable)
Main office location
Fealty Group LLC
Niagara Falls NY, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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