FLYNN Zito Capital Management, LLC
Flynn Zito Capital Management, LLC is a registered investment adviser based in Garden City, New York, founded in 1997. The firm specializes in comprehensive financial planning, wealth management, and independent investment advisory services for high-net-worth individuals, business owners, trusts, media personalities, professional athletes, and other high-profile clients. Their team of dedicated professionals, including co-founders Doug Flynn and Rich Zito, has built a reputation for personalized service and high standards, offering strategic and tactical asset allocation along with advice-only consulting. The firm employs approximately 14 staff members and leverages over 50 years of combined financial expertise to deliver customized solutions and guidance tailored to each client's goals.
Investment Strategy
Flynn Zito Capital Management emphasizes personalized, independent financial advice tailored to each client’s objectives. Their approach focuses on comprehensive financial planning, private wealth management, strategic and tactical asset allocation, and full investment management services. They serve high-net-worth clients and entities, utilizing both active and passive strategies to preserve and grow wealth based on individual needs. The firm is characterized by a commitment to accessibility, ongoing monitoring of financial plans, and delivering solutions free from conflicts of interest due to their independence from product providers.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HFXI | NEW YORK LIFE INVESTMENTS ET | 8.81% | $20.9M | 710,338 | $24.39 | $29.47 | +$1.6M |
P PRF | INVESCO EXCHANGE TRADED FD T | 8.68% | $20.6M | 487,676 | $29.24 | $42.27 | +$1.1M |
F FLQM | FRANKLIN TEMPLETON ETF TR | 7.32% | $17.4M | 319,921 | $49.93 | $54.31 | +$533.1K |
A AAPL | APPLE INC | 6.49% | $15.4M | 75,184 | $159.84 | $205.17 | -$1.6M |
I IWF | ISHARES TR | 4.97% | $11.8M | 27,787 | $366.56 | $424.58 | +$1.9M |