Flynn Zito Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$733,129,723
Clients
1,039
Advisors
7
across 2 offices
About
Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with a range of services including Comprehensive Wealth Management, Investment Management, advice-only financial planning, and retirement plan consulting. The firm also offers access to LPL-sponsored advisory programs (MAN, OMP, PWP, MWP, MAS) and may use third‑party sub‑advisors in implementing client portfolios.
The firm’s investment process draws on fundamental and technical analysis (including charting and cyclical analysis) and uses a variety of strategies—long‑term, short‑term, active trading, option writing and margin transactions—tailored to client objectives. Flynn Zito discloses that it may use derivatives and borrowing within separately managed accounts and that LPL may act as an overlay manager in certain program accounts.
Organized as a team of seven advisors managing roughly $774 million in AUM, the firm operates in LPL Financial’s hybrid RIA program and sends a monthly e‑newsletter to clients. Its advisors are also registered representatives of LPL and may implement brokerage transactions and receive commissions in non‑advisory accounts, a combination of features (LPL hybrid registration, newsletters, and explicit use of derivatives/borrowing in SMAs) that is less common among peer team firms and may carry additional operational and disclosure implications for prospective clients.
Client services
Expertise
Fee options
Flat fees generally range from $2,500 to $10,000 for financial planning, consulting, and retirement plan consulting services.
Commissions for securities sales in non-advisory accounts through LPL Financial; commissions do not exceed 50% of firm revenue and do not offset advisory fees.
Maximum hourly fee of $750 for Retirement Plan Consulting and Advice Only Financial Planning & Consulting services.
Account minimum: $10,000 Fee-only: Hourly fees up to $750; flat fees range from $2,500 to $10,000 for financial planning and consulting services.
Main office
See office585 Stewart Avenue, Suite 620
Garden City NY 11530
Advisors at this office
6
Offices (2)
Most active in
California · Colorado · Connecticut · Delaware · Florida · Georgia · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Flynn Zito Capital Management, LLC · Fzcm
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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