P
Pushkin Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,141,902
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
92
27% 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
92
Very HighAverage account size
$523,282
About
Pushkin Advisory Group, LLC provides fee-based investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans, including pension and profit-sharing plans. Services include discretionary and non-discretionary portfolio management and both comprehensive and targeted financial planning and consulting, with tax preparation available through an affiliated tax practice.
The firm constructs diversified portfolios using individual stocks, bonds, ETFs, no-load mutual funds and other securities, and employs methods including fundamental, technical, charting and cyclical analysis to tailor allocations to client goals and risk tolerance. For held-away accounts such as 401(k)s, 403(b)s, Roth IRAs and 529 plans, the adviser uses a third-party order-management platform (Pontera) to monitor options, rebalance and implement allocation changes without taking custody, and reviews accounts at least quarterly.
Distinctive features include a solo advisory model led by a CFA charterholder managing roughly $51 million for about 92 clients and an explicit practice of working with pension and profit-sharing plans, a client type that is less common among similarly sized independent advisers. The firm’s operational approach — combining an affiliated tax-preparation business (with disclosed conflict-management policies) and use of a held-away account platform — differentiates its service mix from many peers.
Client services
Portfolio management
Consulting; investment management for held-away accounts
Consulting; investment management for held-away accounts
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 0.75% to 1.0% per annum $1,000,001 - $3,000,000: 0.65% to 0.75% per annum $3,000,001+: 0.5% to 0.65% per annum
Account minimum: $25,000 Minimum fee: Minimum account size of $25,000, minimum fees may apply and are negotiable Fee-only: Fee based on assets under management; fees are negotiable
Most active in
Pushkin Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York
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
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