Sulzberger Capital Advisors, INC.: new SEC registration, $117M AUM, Miami, FL
Sulzberger Capital Advisors, INC. (Miami, Florida): new SEC registration, $117M AUM, Miami, FL. Its amount of 117 is below the median of 134 (34th percentile). Dated 145 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 117 · 34th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sulzberger Capital Advisors, INC. |
| Legal name | Sulzberger Capital Advisors, INC. |
| CRD | 174673 |
| Status | Approved |
| Registered with the SEC | 2026-06-12 |
| Latest Form ADV filing | 2026-05-13 |
| Location | Miami, FL, United States |
| Regulatory AUM | $117,053,746 |
| Accounts | 260 |
| Employees | 2 |
| Website | http://genesulzberger.myhomehq.biz/ |
| amount percentile | 34th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sulzberger Capital Advisors, INC. and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Sulzberger Capital Advisors, INC.'s amount: 34th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $117M under management.
- Website on file.
What is the NewRiaPulse record for Sulzberger Capital Advisors, INC. in Miami, Florida?
Sulzberger Capital Advisors, INC. received SEC registration as an investment adviser (2026-06-12) with $117,053,746 in regulatory assets under management, based in Miami, FL.
How does Sulzberger Capital Advisors, INC. compare to other Florida NewRiaPulse records?
Its amount of 117 is below the median (34th percentile); smaller records often move faster and face less competition. It is 145 days old; check the official source for later updates before acting.
Sulzberger Capital Advisors, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sulzberger Capital Advisors, INC. | Miami, FL | 117 | 34th | 2026-06-12 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.