Flynn Zito Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Flynn Zito Capital Management reports 1,073 clients. They include 587 individual clients, 452 high-net-worth individuals, and 17 corporations and other businesses. Of its assets, 97.8% ($757M across 1,899 accounts) are managed with discretion; $16.7M across 5 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 16% |
| High-net-worth individuals | 42% | 78% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 587 | $127M | 16.4% | $216K |
| High-net-worth individuals | 452 | $606M | 78.4% | $1.34M |
| Pension and profit-sharing plans | 12 | $23M | 3.0% | $1.92M |
| Charitable organizations | 5 | $1.2M | 0.2% | $240K |
| Corporations and other businesses | 17 | $16.5M | 2.1% | $970K |
| Total | 1,073 | $774M | 100% | $721K |
- Clients
- 587
- Regulatory AUM
- $127M
- AUM share
- 16.4%
- Avg. per client
- $216K
- Clients
- 452
- Regulatory AUM
- $606M
- AUM share
- 78.4%
- Avg. per client
- $1.34M
- Clients
- 12
- Regulatory AUM
- $23M
- AUM share
- 3.0%
- Avg. per client
- $1.92M
- Clients
- 5
- Regulatory AUM
- $1.2M
- AUM share
- 0.2%
- Avg. per client
- $240K
- Clients
- 17
- Regulatory AUM
- $16.5M
- AUM share
- 2.1%
- Avg. per client
- $970K
Total
- Clients
- 1,073
- Regulatory AUM
- $774M
- AUM share
- 100%
- Avg. per client
- $721K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Flynn Zito Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Advice Only Financial Planning and Consulting
- Billed hourly up to $750, or as a flat fee of $2,500 to $10,000, with a retainer of 50% of the fee.
Douglas Flynn owns 50% to 75% of Flynn Zito Capital Management. The leadership team of Flynn Zito Capital Management includes Chief Compliance Officer Richard Zito. It has 7 employees.
Leadership
- Richard ZitoManaging Member & Chief Compliance Officer
- Douglas FlynnManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Steven Robert Aberman
- Cole Douglas Flynn
- Douglas Keith Flynn
- Stefan Gustav Gollisz
- Ryan Michael Haiss
- Gary S Simel
- Richard Joseph Zito
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 7 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Flynn Zito Capital Management, LLC
Douglas Flynn
Control person · since February 2010
- Owns 50% to 75% of Flynn Zito Capital Management, LLC
Richard Zito
Control person · since February 2010
Flynn Zito Capital Management’s regulatory assets grew 1.5× from $504M (April 2021) to $774M (February 2026); clients rose from 574 to 1,073 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $774M | 1,073 | 7 | 1 |
| March 2025 | $672M | 1,041 | 8 | 1 |
| March 2024 | $549M | 925 | 6 | 1 |
| March 2023 | $470M | 1,523 | 6 | 1 |
| February 2022 | $540M | 625 | 5 | 1 |
| April 2021 | $504M | 574 | 5 | 1 |
Besides its headquarters, Flynn Zito Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 585 Stewart Ave, Suite 620, Garden CityHQ
Other business names
Flynn Zito Capital Management has reported 1 other business name to the SEC.
- FZCM
Contact and registration details
- Legal name
- Flynn Zito Capital Management, LLC
- Headquarters
- 585 Stewart Ave, Suite 620, Garden City, NY 11530
- Website
- flynnzito.com
- Phone
- 516-746-9000
- SEC file
- 801-71111
- Founded
- 2010
- Structure
- New York LLC
- Fiscal year end
- December
Flynn Zito Capital Management uses LPL Financial ($757M) as custodian for its separately managed accounts. Flynn Zito Capital Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $757M100%
At year end, Flynn Zito Capital Management’s separately managed accounts were mostly in funds (80%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $368M across 166 positions; the largest are Invesco Exchange Traded FD T (6.3%), iShares TR (6.1%) and New York Life Investments ET (5.9%).
What the accounts hold
- Stocks14%
- Funds80%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other2%
- Structured products, alternative investments2%
Reported 13F holdings
- $368M
- Reported 13F value
- 166
- Positions
- 46.9%
- In the 10 largest
- +17.5%
- Value vs. prior quarter
- Invesco Exchange Traded FD T · Rafi US 1000 ETF6.3%
- iShares TR · Rus 1000 Grw ETF6.1%
- New York Life Investments ET · FTSE Intl Eqty C5.9%
- Apple Inc.5.5%
- Pimco ETF TR · Multisector BD4.6%
- Wisdomtree TR · US Quality Grow4.6%
- Micron Technology Inc.4.4%
- Franklin Templeton ETF TR · US Mid CP Mltfct3.6%
- Capital Group Growth ETF · Shs Creat Unit2.9%
- SPDR Series Trust · ST Str P500etf2.9%
Together, the ten largest are 46.9% of reported value.
How many clients does Flynn Zito Capital Management have?
Flynn Zito Capital Management has 1,073 clients and manages $774 million for them, as of February 2026. They include 587 individual clients, 452 high-net-worth individuals, and 17 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Flynn Zito Capital Management offer?
Flynn Zito Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Flynn Zito Capital Management use?
Flynn Zito Capital Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $757M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Flynn Zito Capital Management have?
Flynn Zito Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 4 employees are 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 Flynn Zito Capital Management invest in?
At the end of its last fiscal year, Flynn Zito Capital Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 2% cash and equivalents, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Structured Products, Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Flynn Zito Capital Management?
Flynn Zito Capital Management’s direct owners are Douglas Flynn (50% to 75%) and Richard Zito (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Flynn Zito Capital Management get paid?
Flynn Zito Capital Management is paid through a percentage of assets under management, hourly charges 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
How do I contact Flynn Zito Capital Management?
Flynn Zito Capital Management’s main office is at 585 Stewart Ave, Suite 620, Garden City, NY 11530. Its phone number is 516-746-9000. Its website is flynnzito.com.