Sulzberger Capital Advisors, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 174673
· SEC file 801-136480
· Miami, FL
· genesulzberger.myhomehq.biz
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ADV data as of May 13, 2026
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 93
- Avg AUM / client
- $1.3M
- Accounts
- 260
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $11.0M | 9.37% |
| High net worth individuals | 49 | $104M | 89.2% |
| Pension and profit sharing plans | 1 | $992K | 0.85% |
| Corporations and other businesses | 2 | $683K | 0.58% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eugene Charles Sulzberger | Registered representative | CFP | May 2015 (11y) | |
| Cody Shoop | Registered representative | Mar 2024 (2y) |
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) | 05/13/2026 | 1.15 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $114M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗