FOG City Advisors, LLC
Firm details
- Headquarters
- Albany, California
- CRD number
- 321822
- Registered since
- June 17, 2025
- Website
- fogcityadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.62%
- Individuals14.83%
- Corporations / Businesses0.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FOG City Advisors, LLC is an independent registered investment adviser organized as a limited liability company. The firm lists SEC registration in 2025 and is owner-operated. It serves both individual and family clients as well as institutional clients, and its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. FOG City Advisors also identifies accounting as a business activity, and it charges clients using a mix of percentage-of-AUM fees and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- US Government Bonds7%
- Exchange Traded Equities4%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Thinh Nguyen
Associate AdvisorCRD 7802154

Mark Pingree
Financial PlannerCRD 6438076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Albany, CA
Alameda
Location
Albany, CA
Headquartered in Albany, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 828 San Pablo Ave
- Time zone
- PT (UTC-8)
- Office locations
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