FitzRoy Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
FitzRoy Investment Advisors reports 81 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.04B across 81 accounts are not. Of its clients, 43% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 81 | $1.04B | 100.0% | $12.9M |
| Total | 81 | $1.04B | 100% | $12.9M |
- Clients
- 81
- Regulatory AUM
- $1.04B
- AUM share
- 100.0%
- Avg. per client
- $12.9M
Total
- Clients
- 81
- Regulatory AUM
- $1.04B
- AUM share
- 100%
- Avg. per client
- $12.9M
- Clients outside the U.S.
- 43%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
FitzRoy Investment Advisors charges 0.35%–0.45% a year for its Advisory Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Non-Advisory Services
- Customized reporting, asset reconciliation and CPA coordination are separately negotiated and may be charged as a fixed fee or a percentage of reported assets.
Jose Fernandez owns 75% or more of FitzRoy Investment Advisors. It has 9 employees, 8 of them in advisory roles.
Leadership
- Catarina SilvaCOO
- Jose FernandezManaging Member, CEO, CCO
Staff
- 9 employees
- 8 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Fitzroy Investment Advisors LLC
Jose Fernandez
Control person · since December 2014
FitzRoy Investment Advisors’ regulatory assets grew 2.0× from $513M (March 2021) to $1.04B (March 2026); clients rose from 48 to 81 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.04B | 81 | 9 | 2 |
| March 2025 | $1.01B | 68 | 9 | 2 |
| March 2024 | $662M | 61 | 7 | 2 |
| March 2023 | $582M | 52 | 6 | 2 |
| March 2022 | $595M | 48 | 7 | 2 |
| March 2021 | $513M | 48 | 6 | 1 |
Besides its headquarters, FitzRoy Investment Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 21500 Biscayne Boulevard, Suite 404, AventuraHQ
Contact and registration details
- Legal name
- Fitzroy Investment Advisors LLC
- Headquarters
- 21500 Biscayne Boulevard, Suite 404, Aventura, FL 33180
- Website
- fria.us
- Phone
- 347-580-9762
- @fitzroy-investment-advisors
- SEC file
- 801-80828
- Structure
- Delaware LLC
- Fiscal year end
- December
FitzRoy Investment Advisors does not have custody of client assets.
At year end, FitzRoy Investment Advisors’ separately managed accounts were largely in bonds (36%) and funds (33%).
What the accounts hold
- Stocks26%
- Exchange-traded equities24%
- Non-exchange-traded equities2%
- Funds33%
- Pooled vehicles30%
- Registered funds3%
- Bonds36%
- Investment grade corporate bonds13%
- State and local bonds10%
- U.S. government and agency bonds8%
- High-yield corporate bonds5%
- Cash4%
- Other1%
- Individual loans made by the client to third parties and real estate investments.1%
How many clients does FitzRoy Investment Advisors have?
FitzRoy Investment Advisors has 81 clients and manages $1.04 billion for them, as of March 2026. They include 81 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does FitzRoy Investment Advisors offer?
FitzRoy Investment Advisors 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 FitzRoy Investment Advisors charge?
FitzRoy Investment Advisors charges 0.35%–0.45% a year for its Advisory Fees. The fee is billed in arrears and is negotiable.
Source: FITZROY INVESTMENT ADVISORS PART 2A, filed 31 March 2026
How many financial advisors does FitzRoy Investment Advisors have?
FitzRoy Investment Advisors has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 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 FitzRoy Investment Advisors invest in?
At the end of its last fiscal year, FitzRoy Investment Advisors’ separately managed accounts held 30% pooled vehicles (private funds and similar), 24% exchange-traded equities, 13% investment grade corporate bonds, 10% state and local bonds, 8% U.S. government and agency bonds, 5% high-yield corporate bonds, 4% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs), 2% non-exchange-traded equities and 1% other. The 1% other category is described as: Individual Loans Made by the Client to Third Parties and Real Estate Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FitzRoy Investment Advisors?
FitzRoy Investment Advisors’ direct owner is Jose Fernandez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does FitzRoy Investment Advisors get paid?
FitzRoy Investment Advisors is paid through a percentage of assets under management. 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 FitzRoy Investment Advisors registered with the SEC?
Yes, FitzRoy Investment Advisors has been registered with the SEC as an investment adviser since 11 February 2015. Its CRD number is 174342 and its SEC file number is 801-80828.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact FitzRoy Investment Advisors?
FitzRoy Investment Advisors’ main office is at 21500 Biscayne Boulevard, Suite 404, Aventura, FL 33180. Its phone number is 347-580-9762. Its website is fria.us.