Fee-only adviser · Greenwich, CT
Night Owl Capital Management, LLC
Night Owl Capital Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greenwich, Connecticut. On its latest Form ADV, filed March 31, 2026, it reports $1.1B in regulatory assets under management, 196 individual clients and 6 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 | 106030 · SEC file 801-45362 |
| Office | 102 Greenwich Avenue Greenwich, CT 06830 |
| Phone | (203) 302-3870 |
| Website | nightowlcapital.com |
| Regulatory assets under management | $1.1B |
| Individual clients | 53 non-high-net-worth, 143 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 Greenwich
- Greenwich Wealth Management, LLC $3.5B
- N10° Wealth $553M
- Greenwich Advisors, LLC $293M
- MFC Portfolios, Inc $61M
- Wiley Capital Partners $29M
- QP Global Family Offices, LLC $1.0B
See all 22 fee-only advisers in Greenwich →
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