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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 02-22-2010
- Office Locations
- 2
Office Locations
About Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, LLC is an independent wealth management firm in Garden City, NY providing comprehensive portfolio management and financial planning for individuals and families, plus retirement plan consulting for employer sponsors. Portfolios may use individual stocks and bonds, ETFs, mutual funds, and options with ongoing supervision. Managing member Doug Flynn, CFP, is a regular TV commentator (e.g., NewsNation).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
DOUGLAS KEITH FLYNN
Managing Member
- CRD
- #1952114
- Ownership
- 50% but less than 75%
RICHARD JOSEPH ZITO
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2280859
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEVEN ROBERT ABERMAN
Financial Consultant
- CRD
- #2473844
COLE DOUGLAS FLYNN
Advisor
- CRD
- #6969591
Atlas oak
Eagle horizon
- CRD
- #74191
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $757,199,982 | $398,736 |
| Non-Discretionary | $16,657,037 | $3,331,407 |
| Total | $773,857,019 | $406,438 |
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Separately Managed Accounts
Total SMA Asset: $773,857,019
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $166,944,317 | 16.5% |
| Equity - Exchange | $194,262,478 | 19.2% |
| Cash | $172,003,235 | 17.0% |
| Other | $232,710,260 | 23.0% |
| Corporate - Investment Grade | $182,121,073 | 18.0% |
| Municipal Bonds | $63,742,374 | 6.3% |
| Total | $1,011,783,737 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT VERTEX | PATHWAY ZENITH | 8HI2P5BGC | TNVEX | 7.35% | $112,241,931 |
| CREST FUSION HORIZON | PEAK MOMENTUM | 1IQKVJS0K | JQASK | 3.24% | $21,133,957 |
| BEACON HORIZON ZENITH | FOCUS PEAK | QFG1WDVRL | JESAE | 11.94% | $71,250,052 |
| PIONEER MATRIX PIONEER | INSIGHT VERTEX | C1FXL9GBZ | ZVUA | 11.39% | $110,036,723 |
| ELEMENT PEAK | ALPHA BEACON | 9Q18QS7C8 | TVYK | 10.51% | $24,418,540 |
| EMBER RIDGE WAVE | MERIDIAN EAGLE | URL5O6C1O | KGM | 5.61% | $13,286,634 |
| VITAL ZENITH GLACIER | VITAL OPTIMA | Z71XLSOIK | UDQ | 11.76% | $100,624,060 |
| SIGNAL PRIME TIMBER | TIMBER PRIME | 91Q0JU7C2 | ZTN | 5.61% | $12,170,023 |