Civitas Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Civitas Management LLC is a state-registered, fee-only investment adviser that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers both ongoing and project-based planning engagements and constructs portfolios using individual securities, mutual funds, ETFs, and other available investments.
The firm emphasizes a client-tailored approach that starts with assessing risk tolerance, time horizon, and financial goals to determine an appropriate asset allocation, using a mix of active and passive strategies and periodic rebalancing. Civitas typically supervises accounts on a discretionary basis, conducts at least quarterly reviews, and coordinates with clients’ attorneys and tax professionals when providing estate and tax planning guidance.
Noteworthy aspects include that the firm is newly formed and, in its most recent filing, reports no regulatory assets under management and no clients; it is organized around a single principal with limited prior advisory tenure. Civitas operates without broker-dealer affiliations, does not custody client assets, and recommends an independent custodian for trade execution and custody.
Client services
Expertise
Fee options
Project-based financial planning fees from $1,000 to $10,000 depending on complexity.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% Above $10,000,000+: 0.75%
Ongoing financial planning fees charged monthly from $250 to $2,500 based on client complexity.
Fee-only: Financial planning fees are charged as $250 to $2,500 per month for ongoing planning; project-based fees range from $1,000 to $10,000 flat fee.
Main office
67 West Street, Suite 401, Unit Gp/28
Brooklyn NY 11222
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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