Fee-OnlyFinder

Birinyi Associates, INC.

Hourly fees in Westport, CT

SEC registeredNo commissions reported

Call (203) 341-0833Send a messageMap ↗

Public-record details

Address
59 Wilton Road, Second Floor, Westport, CT 06880
Phone
(203) 341-0833
Listed under
Hourly fees, Flat / fixed fees, % of assets managed
CRD number
107169
Registration
SEC registered since 1990-08-30
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Subscription fees; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$471.7 million
Accounts managed
164
Clients reported (Form ADV 5.D)
107
Individual / high-net-worth clients
6 / 97
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-02-19

SEC registered investment adviser, CRD 107169, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Westport

A.g.p / Alliance Global Partners88 Post Road West, 2nd Floor · Westport, CT 06880 · (800) 727-7922 · Financial planningCRD 8361 · % of assets, Hourly charges, Other · $2.3 billion AUMSEC registeredNo commissions reportedAlpine Hill Advisors LLC1 Turkey Hill Road South, Suite 204 · Westport, CT 06880 · (203) 246-5592 · Financial planningCRD 325412 · % of assets, Fixed fees · $114.5 million AUMSEC registeredNo commissions reportedAspetuck Financial Management LLC27a Imperial Ave. · Westport, CT 06880 · (203) 226-5733 · Financial planningCRD 134500 · % of assets · $178.3 million AUMSEC registeredNo commissions reportedAugust Wealth Advisors LLC51 Riverside Avenue, First Floor · Westport, CT 06880 · (800) 985-9477 · Financial planningCRD 339322 · % of assets, Fixed fees · $436.6 million AUMSEC registeredNo commissions reportedAyrshire Capital Management LLC136 Main Street, Suite 203 · Westport, CT 06880 · (203) 349-5600 · % of assets managedCRD 157883 · % of assets · $285.1 million AUMSEC registeredNo commissions reportedBlue Keel Financial Planning8 Wright Street, Suite 100 · Westport, CT 06880 · (203) 557-8272 · Financial planningCRD 173006 · % of assets, Hourly charges, Fixed fees · $13.4 million AUMState registeredNo commissions reportedBrennan Capital Management LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (267) 630-2781 · Financial planningCRD 316432 · % of assets, Hourly charges, Fixed fees · $40.8 million AUMState registeredNo commissions reportedCastlekeep Investment Advisors257 Riverside Avenue, 2nd Floor · Westport, CT 06880 · (203) 682-7200 · Financial planningCRD 111656 · % of assets, Hourly charges · $920.8 million AUMSEC registeredNo commissions reported

All 23 in Westport →