Giverny Capital Advisors

Giverny Capital Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Princeton, New Jersey. On its latest Form ADV, filed March 30, 2026, it reports $421M in regulatory assets under management, 179 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	150123 · SEC file 801-110341
Office	182 Nassau Street Suite 201 Princeton, NJ 08542
Phone	(609) 759-1250
Website	Not listed
Regulatory assets under management	$421M
Individual clients	83 non-high-net-worth, 96 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Princeton

• Roundview Capital, LLC $2.1B
• Novi Wealth Partners $613M
• Halberstadt Financial Consultants Inc $185M
• Northwest Criterion Asset Management, L.L.C. $58M
• Songbird Capital, LLC $105M
• Eks Associates $324M

See all 26 fee-only advisers in Princeton →

Nearby

• Kingston 2 firms
• Skillman 1 firm
• Plainsboro 1 firm
• Princeton Junction 1 firm
• Lawrenceville 2 firms
• Mercerville 1 firm
• Hamilton 1 firm
• North Brunswick 1 firm