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FIFTH AVENUE FAMILY OFFICE
SEC RegisteredNAPLES, FLhttps://fifthavenuefamily.com239-262-6300
Assets Under Management
$1B–$5B
Employees
7
Office Locations
1 office
Total Accounts
124
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 9 | $1.3B |
0 total clients reported on Form ADV.
Leadership
Craig William Lyon
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Gary Benjamin Price
MEMBER
Timothy John Cartwright
MEMBER
Office locations
1 office in 1 state
FL
NAPLESHQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#122448
SEC Number
801-61413
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $20,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $8,000,000 | 0.75% |
| Next $20,000,000 | 0.50% |
| Over $30,000,000 | 0.25% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fifthavenuefamily.comPhone
239-262-6300Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIFTH AVENUE FAMILY OFFICE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.