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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Flynn Zito Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Flynn Zito Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Flynn Zito Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Flynn Zito Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Flynn Zito Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Flynn Zito Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Flynn Zito Capital Management?","answer":"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. 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