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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2003
- Office Locations
- 1
Office Locations
About Cropsey Asset Management, LLC
Cropsey Asset Management, LLC is a Connecticut-registered RIA providing fee-based, discretionary management of customized portfolios for investors. Portfolios are implemented primarily with ETFs, with limited use of mutual funds and fixed income. Client assets are custodied at a major U.S. clearing firm (Interactive Brokers), with statements delivered directly by the custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES CROPSEY LOTT
Managing Director, Managing Member
- CRD
- #2107979
- Ownership
- 75% or more
MARY MARGARET LOTT
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,372,552 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,372,552 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cropsey Asset Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.