Serenity Capital Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,704,683
Clients
45
Advisors
1
of 4 employees
About
Serenity Capital Advisors provides wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. Services include discretionary portfolio management, standalone financial planning, and retirement-plan advisory work intended to assist plan sponsors with ERISA fiduciary duties.
The firm builds customized, household-level asset allocations and implements them on a discretionary basis with a long‑term orientation while incorporating technical charting alongside fundamental, cyclical and economic analysis. Portfolios are monitored regularly and may be rebalanced or traded for shorter‑term adjustments when client objectives or market conditions warrant, and the firm coordinates with clients’ other professional advisers.
Notable distinctions include a pronounced use of technical/charting analysis as part of its core investment process and an explicit offering of ERISA 3(21) retirement-plan oversight and benchmarking services for plan sponsors. Serenity typically requires a substantive account minimum or minimum fee to establish relationships, directs clients to a designated institutional custodian for custody and fee deduction, and does not accept commissions or performance‑based fees.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Account minimum: $500,000 Minimum fee: $6,750 minimum fee level to establish an investment account Fee-only: Asset-based fees deducted quarterly in advance
Main office
145 Sullys Trail, Ste 5
Pittsford NY 14534-2466
Advisors at this office
1
Most active in
Florida · 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:
-
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)