Fifth Avenue Family Office provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Fifth Avenue Family Office reports 9 clients. They include 9 high-net-worth individuals. Of its assets, 17.0% ($230M across 72 accounts) are managed with discretion; $1.12B across 52 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 99% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 9 | $1.34B | 99.2% | $149M |
| Charitable organizations | Fewer than 5 | $11M | 0.8% | — |
| Total | 9 | $1.35B | 100% | — |
- Clients
- 9
- Regulatory AUM
- $1.34B
- AUM share
- 99.2%
- Avg. per client
- $149M
- Clients
- Fewer than 5
- Regulatory AUM
- $11M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 9
- Regulatory AUM
- $1.35B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fifth Avenue Family Office charges 0.25%–1.00% a year for its Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and requires an account of at least $20,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$10M | 0.75% |
| $10M–$30M | 0.50% |
| $30M and above | 0.25% |
Fee details and sources
Gary Price owns 50% to 75% of Fifth Avenue Family Office. The leadership team of Fifth Avenue Family Office includes Chief Compliance Officer Kyle Shoemaker. It has 7 employees, 4 of them in advisory roles.
Leadership
- Kyle ShoemakerChief Compliance Officer
- Gary PriceManaging Member
- Timothy CartwrightMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Conner Jeffrey Brewer
- Gary Benjamin Price
- Danielle Russo-Slugh
- Kyle Jason Shoemaker
Staff
- 7 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Fifth Avenue Family Office LLC
Gary Price
Control person · since December 2008
- Owns 50% to 75% of Fifth Avenue Family Office LLC
Timothy Cartwright
Control person · since January 2006
Fifth Avenue Family Office’s regulatory assets grew 4.6× from $296M (March 2021) to $1.35B (March 2026); clients fell from 10 to 9 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.35B | 9 | 7 | 1 |
| March 2025 | $909M | 7 | 7 | 1 |
| March 2024 | $633M | 6 | 7 | 1 |
| March 2023 | $191M | 11 | 6 | 1 |
| March 2022 | $337M | 12 | 7 | 1 |
| March 2021 | $296M | 10 | 7 | 1 |
Besides its headquarters, Fifth Avenue Family Office has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3003 Tamiami Trail North, Suite 410, NaplesHQ
Contact and registration details
- Legal name
- Fifth Avenue Family Office LLC
- Headquarters
- 3003 Tamiami Trail North, Suite 410, Naples, FL 34103
- Website
- fifthavenuefamily.com
- Phone
- 239-262-6300
- @fifthavenuefamily
- SEC file
- 801-61413
- Structure
- Florida LLC
- Fiscal year end
- December
Fifth Avenue Family Office uses J.P. Morgan ($353M, 61%), Charles Schwab ($182M, 31%) and Fidelity ($43.2M, 7%) as custodians for its separately managed accounts. Fifth Avenue Family Office has custody of $48.8M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $182M31%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $353M61%
- FidelityNational Financial Services LLC · Boston, MA · $43.2M7%
At year end, Fifth Avenue Family Office’s separately managed accounts were largely in stocks (30%) and funds (19%).
What the accounts hold
- Stocks30%
- Funds19%
- Bonds9%
- U.S. government and agency bonds3%
- State and local bonds2%
- Sovereign bonds2%
- Investment grade corporate bonds2%
- Cash9%
- Other33%
- Aternative investments32%
- Derivatives1%
How many clients does Fifth Avenue Family Office have?
Fifth Avenue Family Office has 9 clients and manages $1.35 billion for them, as of March 2026. They include 9 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Fifth Avenue Family Office offer?
Fifth Avenue Family Office provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fifth Avenue Family Office charge?
Fifth Avenue Family Office charges 0.25%–1.00% a year for its Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and requires an account of at least $20,000,000.
Which custodians does Fifth Avenue Family Office use?
Fifth Avenue Family Office’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $353M, Charles Schwab & Co., Inc. (San Francisco, CA), with $182M and National Financial Services LLC (Boston, MA), with $43.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Fifth Avenue Family Office have?
Fifth Avenue Family Office has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fifth Avenue Family Office invest in?
At the end of its last fiscal year, Fifth Avenue Family Office’s separately managed accounts held 32% other, 30% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds, 2% sovereign bonds, 2% investment grade corporate bonds and 1% derivatives. The 32% other category is described as: Aternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fifth Avenue Family Office have a minimum investment?
Yes, Fifth Avenue Family Office’s minimum account size for its Fee Schedule is $20M.
Who owns Fifth Avenue Family Office?
Fifth Avenue Family Office’s direct owners are Gary Price (50% to 75%) and Timothy Cartwright (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Fifth Avenue Family Office get paid?
Fifth Avenue Family Office is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fifth Avenue Family Office registered with the SEC?
Yes, Fifth Avenue Family Office has been registered with the SEC as an investment adviser since 28 August 2002. Its CRD number is 122448 and its SEC file number is 801-61413.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Fifth Avenue Family Office?
Fifth Avenue Family Office’s main office is at 3003 Tamiami Trail North, Suite 410, Naples, FL 34103. Its phone number is 239-262-6300. Its website is fifthavenuefamily.com.