Fifth Avenue Family Office Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $230M
- Clients
- 9
- Avg AUM / client
- $150M
- Accounts
- 124
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 9 | $1.3B | 99.2% |
| Charitable organizations | Fewer than 5 clients | $11.0M | 0.82% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cartwright, Timothy, John | Member | Jan 2006 (21y) | 50% – 75% | |
| Gary Benjamin Price | Managing Member | Dec 2008 (18y) | 50% – 75% | |
| Kyle Jason Shoemaker | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| Danielle Russo Slugh | Registered representative | Jun 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $353M (26% of AUM) Mar 2026
- Charles Schwab & Co. $182M (13% of AUM) Mar 2026
- National Financial Services (Fidelity) $43.2M (3% of AUM) Mar 2026
- Wells Fargo $43.2M (5% of AUM) Mar 2025
- Goldman Sachs $25.5M (9% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗