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Civic Capital Advisors, LLC (New York)


Civic Capital Advisors, LLC is a large advisory firm based in New York. It manages $164.64 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

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Civic Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Civic Capital Advisors: assets under management

The assets under management (AUM) of Civic Capital Advisors, LLC is $164.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $164.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.88 million each.
Civic Capital Advisors has custody of $164.64 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Civic Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Robert Stone Member 1 Apr 2008 25% - 50% 4372919
Karen Maurer Stone Member 1 Apr 2008 50% - 75% 6103309
Michael Robert Stone Member 1 Aug 2012 75% - 100% 4372919

Based in New York

The principal office where Civic Capital Advisors, LLC performs its advisory services is located at 540 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 6464807002 or by fax 6463688392. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at civiccapital.com.


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