Litovsky Asset Management
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 147647
·
· LITOVSKYMANAGEMENT.COM
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ADV data as of Jan 05, 2026
- Regulatory AUM
- $88.4M
- Discretionary
- $88.4M
- Clients
- 140
- Avg AUM / client
- $631K
- Accounts
- 65
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $8.6M | 9.77% |
| Pension and profit sharing plans | 136 | $79.8M | 90.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Konstantin R Litovsky | Registered representative | Jun 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗