Offit Capital
New York, NY·SEC-registered · CRD #144474
Offit Capital is an SEC-registered investment advisory firm in New York, NY managing $21B across 880 client accounts, with 55 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$21B
Client accounts
880
Advisory staff
55
Fee model
Fee-based
How Offit Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Offit Capital
How much does Offit Capital manage?
Per its most recent SEC Form ADV filing (03/30/2026), Offit Capital reports $21B in regulatory assets under management across roughly 880 client accounts.
How does Offit Capital charge?
Offit Capital is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Offit Capital a fiduciary?
Yes. Offit Capital is registered with the U.S. Securities and Exchange Commission (CRD #144474), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Offit Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Offit Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Offit Capital's public SEC Form ADV filing (CRD #144474, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Offit Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Offit Capital? Claim this profile.