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- Custodian
- Charles Schwab & Company · Comerica Bank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Atlas capitalLegacy oak +more
- Established Date
- 05-31-1970
- Office Locations
- 1
Office Locations
About JAY A. Fishman, LTD
Jay A. Fishman, Ltd. is a Michigan-based, SEC-registered independent investment counselor founded in 1970. The firm provides investment counseling and portfolio management for individuals and families, retirement plans/IRAs, and tax-exempt institutions. Portfolios follow a disciplined, fundamental, long-term, concentrated approach in higher-quality securities, targeting total return through capital appreciation plus dividend and interest income; allocations are often implemented primarily with ETFs.
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Owner & Executives
JAY ALLEN FISHMAN
Chief Operating Officer, President, Vice President
- CRD
- #5315799
- Ownership
- 75% or more
DIANE CAROL BEDENKO
Chief Compliance Officer, OPERATIONS MANAGER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Eric Jay Fishman
Vice President
- CRD
- #7456684
VIORICA FUCHS
Partner
- CRD
- #5992797
Atlas radial
Atlas beacon focus
- CRD
- #64531
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,251,193,908 | $2,329,970 |
| Non-Discretionary | $0 | -- |
| Total | $1,251,193,908 | $2,329,970 |
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Separately Managed Accounts
Total SMA Asset: $1,251,193,908
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,506,586,037 | 33.6% |
| Cash | $2,491,665,882 | 33.4% |
| Other | $1,521,855,808 | 20.4% |
| Corporate - Investment Grade | $939,969,765 | 12.6% |
| Total | $7,460,077,492 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE NORTH | ALPHA VERTEX | HFF0PWU90 | NTEA | 1.18% | $90,491,924 |
| FRONTIER OPTIMA ATLAS | EAGLE FUSION | T3EACS41G | NKEYY | 4.18% | $91,262,059 |
| TIMBER MERIDIAN | CAPITAL RIDGE | D5OB53WC3 | SIO | 4.13% | $65,789,407 |
| DELTA HARBOR VECTOR | PEAK TIMBER | FJ0744XQO | FUD | 11.71% | $27,446,227 |
| PIONEER EAGLE RIDGE | VECTOR HARBOR | O8NWEH4R1 | QOSV | 3.37% | $10,458,792 |
| OAK EAGLE ZENITH | HORIZON HORIZON | 3SVCK0IKN | UXDX | 7.53% | $88,346,882 |
| HORIZON SIGNAL | PRIME FRONTIER | 46R1K198H | ETFUF | 7.52% | $92,913,678 |
| ATLAS VALUE OPTIMA | FRONTIER CREST | LZSEN14Y3 | USWGR | 11.49% | $16,192,888 |