Litovsky Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,637,180
This total excludes 136 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$2,159,295
About
Litovsky Asset Management is an independent advisory firm that serves business-sponsored retirement plans, including 401(k) and defined benefit/cash balance plans, and provides retirement-plan startup consulting and ongoing plan oversight. Services include comprehensive plan design studies, vendor selection (TPA and record-keeper), ERISA 3(38) discretionary investment manager duties, model portfolio construction, QDIA selection, and participant education/enrollment support.
The firm’s investment approach emphasizes low-cost, transparent investment vehicles and seeks to manage portfolio risk through disciplined asset allocation, diversification, and periodic rebalancing. Retirement plan menus and managed portfolios are constructed primarily with index and passively managed funds, and recommended investments are screened using third-party research tools to control long-term investment costs and volatility.
Several operational features distinguish this firm from many peers: it charges flat, fixed advisory fees rather than the more typical percentage-of-AUM fee, focuses primarily on pension and profit-sharing plan clients and pension consulting in an ERISA 3(38) capacity, and has ceased taking new individual retail clients (maintaining only legacy retail accounts). The combination of plan-specialist services and a small client base with approximately $88 million in discretionary assets reflects a boutique, plan-focused practice rather than a traditional mass‑retail advisory model.
Client services
Portfolio management
Pension consulting
Erisa 3(38) fiduciary services
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
Minimum fee: Annual advisory fees range from $3,600 to $30,000 flat/fixed fees Fee-only: Flat annual advisory fee ranging from $3,600 to $30,000
Main office location
Litovsky Asset Management
Sarasota FL, United States
Number of offices
1
Most active in
Litovsky Asset Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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