Silver Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$71,862,482
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
13
69% 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
13
LowAverage account size
$5,527,883
About
Silver Advisors LLC is a small independent advisory firm that provides investment management, financial planning, and tailored real estate consulting to individuals and a range of institutions and business clients, including corporate entities and real estate management companies. The firm offers both portfolio management and advisory services, delivering customized guidance across client types rather than a single standardized program.
The firm’s investment approach is research-driven and grounded in fundamental analysis, with emphasis on risk-adjusted sizing, dynamic cash management, and the use of options strategies (such as selling puts and covered calls) alongside selective short positions. It routinely invests in micro- and small-cap securities when suitable, typically provides advice on a non-discretionary basis, and may, for qualified clients, enter into performance-based arrangements.
Noteworthy among peers, the firm combines an uncommon mix of performance-based fee arrangements, a client roster that includes corporate and real estate business clients, and a substantial portion of assets managed on a non-discretionary basis. Operating as a solo adviser with a small client base, the firm is structured to deliver highly individualized strategies and hands-on consulting, including dedicated real estate financial advisory services.
Client services
Financial planning
Portfolio management
Real estate consulting
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Financial planning fees range from $1,500 to $25,000 annually; real estate consulting $60,000 annually.
Up to 2% annually, negotiated per client
20% annual performance fee on capital appreciation for certain qualified clients, with high water mark.
Account minimum: $100,000 Fee-only: Annual flat fees for financial planning generally range from $1,500 to $25,000; real estate consulting fees $60,000 annually, paid quarterly.
Main office location
Silver Advisors, LLC
2 Park Avenue, 20 Th Floor
New York NY 10016, United States
Number of offices
1
Most active in
Silver Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
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.
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