CRD: 174673
Sulzberger Capital Advisors, Inc.
$117.1M Total AUM
$117.1M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
11 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2015
- Office Locations
- 1
Office Locations
4500 Biscayne Boulevard Suite 205 Miami FL
About Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. is a Miami-based RIA. The firm has been operating for 11 years. Managing $117.1M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$58.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
EUGENE CHARLES SULZBERGER
Chief Compliance Officer, Owner, President
- CRD
- #4852526
- Ownership
- 75% or more
Available
Available
Available
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Cody Shoop
Investment Associate
- CRD
- #7853781
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,053,746 | $450,207 |
| Non-Discretionary | $0 | -- |
| Total | $117,053,746 | $450,207 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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