Izett & Associates, LLC

Izett & Associates is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients and states a $100,000 account minimum. The firm began operating in mid-2025, is organized as a single-principal LLC with that principal also serving as chief compliance officer, and currently reports no assets under management or client accounts.

Portfolios emphasize dividend- and interest-producing securities, including REITs, BDCs and other interest-bearing instruments, and the firm describes a combined long-term growth and income orientation. Management is typically discretionary; the firm trades exchange-traded equities on both a long and short basis and conducts periodic monitoring and reviews of client accounts.

Distinctive aspects include the firm’s new, single-principal structure with no reported AUM at initial filing, its explicit use of long/short equity trading together with an income-focused strategy, and its disclosure that it receives research or soft-dollar benefits from broker-dealers (which it says is monitored as a potential conflict). The firm also does not vote client proxies and does not participate in wrap programs or charge performance-based fees.