Satovsky Asset Management Llc
- Regulatory AUM
- $975M
- Discretionary
- $939M
- Clients
- 216
- Avg AUM / client
- $4.5M
- Accounts
- 216
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $46.4M | 4.76% |
| High net worth individuals | 149 | $888M | 91.1% |
| Pension and profit sharing plans | 6 | $27.3M | 2.8% |
| Charitable organizations | 1 | $4.3M | 0.44% |
| Corporations and other businesses | 4 | $9.2M | 0.95% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Matthew Satovsky | Founder, Ceo, & Managing Member | CFP Chartered Financial Consultant | Jul 2007 (19y) | 75% or more |
| Satovsky, Stacey, Yael | Member | Jul 2007 (19y) | Less than 5% | |
| Lucero, Christine, Lynn | Cco | May 2016 (10y) | Less than 5% | |
| Avi Zolaikhaian Berg | Cio | Sep 2021 (5y) | Less than 5% | |
| Frank Torrone | Registered representative | CFP | Sep 2021 (5y) | |
| Christine Lynn Lucero | Registered representative | CFP | Oct 2021 (5y) | |
| Bo Lan | Registered representative | Jan 2022 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/16/2026 | 1.02 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $894M (92% of AUM) Apr 2026
- Fidelity Investments Institutional Services Company, Inc. $425M (88% 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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗