City Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
City Investment Advisors, Inc. serves individual investors as well as trusts, estates, foundations, pension and business clients. The firm provides fee-based financial planning, investment consultation and investment supervisory services, and also offers income‑tax preparation and periodic educational workshops.
The firm typically takes a long‑term Core + Satellite approach, blending passive index core holdings with selectively chosen active satellite managers and relying on fundamental analysis to evaluate securities. Many client relationships are non‑discretionary: clients retain final authority to implement recommendations, while planning work is handled on an hourly basis and supervisory arrangements are offered under asset‑based agreements.
A notable aspect of the firm is its broader service mix uncommon among solo independent advisers: it provides income tax preparation, maintains affiliated businesses that include tax and mortgage services, and has personnel licensed to offer insurance products, allowing it to recommend or facilitate non‑securities solutions. The firm documents conflicts and disclosure practices and also offers occasional pro bono workshops and a military/veteran discount, reflecting a service profile that differs from more narrowly focused peers.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for workshop presentations based on hourly fee
$0 - $15,000: up to 2.0% $15,001 - $100,000: up to 1.5% $100,001+: up to 1.0%
$150 to $250 per hour billed in 30-minute increments
Fee-only: Fee-only financial planning, investment consultation, and investment supervisory services
Main office
402 Executive Dr
Langhorne PA 19047
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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