{"url":"https://nivawealth.com/firms/fischer-investment-group-110966","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110966","regulatoryAum":437897844,"crd":"110966","history":[{"filedOn":"2022-05-21","regulatoryAum":323907318,"clients":184,"employees":5,"offices":2},{"filedOn":"2022-09-29","regulatoryAum":383640598,"clients":189,"employees":5,"offices":2},{"filedOn":"2023-10-20","regulatoryAum":364232924,"clients":195,"employees":4,"offices":2},{"filedOn":"2024-09-13","regulatoryAum":403234911,"clients":196,"employees":4,"offices":2},{"filedOn":"2026-01-20","regulatoryAum":421499032,"clients":199,"employees":4,"offices":2},{"filedOn":"2026-09-11","regulatoryAum":437897844,"clients":210,"employees":4,"offices":2}],"secFileNumber":"801-30304","legalName":"Fischer Investment Group, Inc.","displayName":"Fischer Investment Group","slug":"fischer-investment-group-110966","website":"https://fischerig.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1984","organization":"New York corporation","fiscalYearEnd":"June","headquarters":{"street":"11 Schoen Place, 3rd Floor","city":"Pittsford","state":"NY","stateName":"New York","country":"United States","postalCode":"14534"},"tradeNames":["Arcuria Capital Management"],"registration":{"secApproved":"7 August 1987","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2085227.8285714285,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":437897844,"discretionary":186237381,"discretionaryAccounts":171,"nonDiscretionary":251660463,"nonDiscretionaryAccounts":39,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":210,"regulatoryAum":437897844}],"feePrograms":[{"role":"main","program":"Standard fee 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2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:27:16.727625+00:00","documents":[{"name":"ADV PART II JUNE 30 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057639","versionId":1057639,"submittedOn":"2026-09-11"}]},"custodians":[],"custodyNote":"Fischer Investment Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jared Clement","title":"Executive Vice President","crd":"6660921"},{"name":"Robert Fischer","title":"Chief Compliance Officer and President","crd":"4392213"}],"ownership":[{"label":"Robert Fischer","detail":"Chief compliance officer and president in the 75% or more ownership band and a control person, since February 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":2,"addresses":[{"street":"11 Schoen Place, 3rd Floor","city":"Pittsford","headquarters":true},{"street":"5920 Main Street","city":"Williamsville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"585-586-2460","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Subscription fees","Other"],"activities":["Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"Non-exchange-traded equity securities","percent":34},{"label":"U.S. government/agency bonds","percent":22},{"label":"Investment grade corporate bonds","percent":5},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":14,"detail":"Gold ETF"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 September 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They include 210 individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fischer Investment Group offer?","answer":"Fischer Investment Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fischer Investment Group charge?","answer":"Fischer Investment Group charges 0.50%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART II JUNE 30 2026, filed 11 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Fischer Investment Group have?","answer":"Fischer Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fischer Investment Group invest in?","answer":"At the end of its last fiscal year, Fischer Investment Group’s separately managed accounts held 34% non-exchange-traded equities, 22% exchange-traded equities, 22% U.S. government and agency bonds, 14% other, 5% investment grade corporate bonds and 3% cash and equivalents. The 14% other category is described as: Gold ETF.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fischer Investment Group?","answer":"Fischer Investment Group’s direct owner is Robert Fischer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fischer Investment Group get paid?","answer":"Fischer Investment Group is paid through a percentage of assets under management, subscription fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fischer Investment Group?","answer":"Fischer Investment Group’s main office is at 11 Schoen Place, 3rd Floor, Pittsford, NY 14534. Its phone number is 585-586-2460. Its website is fischerig.com.","source":"Form ADV Part 1A, Item 1.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}