Nardis Advisors Llc
- Regulatory AUM
- $183M
- Discretionary
- $173M
- Clients
- 153
- Avg AUM / client
- $1.2M
- Accounts
- 378
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $27.3M | 14.9% |
| High net worth individuals | 79 | $138M | 75.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $11.5M | 6.29% |
| Charitable organizations | Fewer than 5 clients | $5.9M | 3.21% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Norman Harold Chait | Managing Principal /Chief Compliance Officer | CFA | Aug 2009 (17y) | 75% or more |
| Gail Raiman Wiesenfeld | Registered representative | Aug 2021 (5y) | ||
| Shiran Bolganim | Registered representative | May 2022 (4y) | ||
| Michael David Reed | Registered representative | Aug 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/26/2026 | 954 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION FEE FOR OUTSIDE MANAGERS
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $148M (81% of AUM) Mar 2026
- Charles Schwab & Co. $24.1M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗