Nosuris, Inc.
- Regulatory AUM
- $95.0M
- Discretionary
- $35.0M
- Clients
- 200
- Avg AUM / client
- $475K
- Accounts
- 450
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $80.0M | 84.2% |
| High net worth individuals | 10 | $10.0M | 10.5% |
| Pension and profit sharing plans | 10 | $5.0M | 5.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Staff Pro Multiple Employer Plan As Adopted By Pride Transportation Services, Inc. Pride Transportation Service, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Dorfman | Registered representative | Chartered Financial Consultant | Feb 2019 (7y) | |
| Julian Schubach | Registered representative | Mar 2020 (6y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Staff Pro Multiple Employer Plan As Adopted By Pride Transportation Services, Inc. | Pride Transportation Service, Inc. | 78 | $835K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.02 MB | 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
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Mtg, Llc $35.0M (37% of AUM) Jun 2026
- Fidelity Brokerage Services $35.0M (37% of AUM) Jun 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: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗