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Advisor

Eugene Sulzberger

Sulzberger Capital Advisors · Miami, Florida

Eugene Sulzberger is a fee-only financial advisor at Sulzberger Capital Advisors in Miami, Florida, who holds the CFP credential. Sulzberger Capital Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFP

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Facts

FirmSulzberger Capital Advisors
Based in Miami, Florida
Fee model (firm's Form ADV)Percentage of assets
Assets under management$117.1M across 260 accounts
CredentialsCFP
SEC registration Investment adviser representative in FL, TX · CRD 4852526
Exams passedSeries 66 (2005)
Firm size2 employees
Disclosures None reported
Websitegenesulzberger.myhomehq.biz

How Eugene's firm compares

  • Sulzberger Capital Advisors's average account is about $450,000, from its Form ADV (assets managed divided by 260 accounts).

What fee-only advisors charge in Florida

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Questions about Eugene

Is Eugene Sulzberger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eugene holds no broker registration, and Sulzberger Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Eugene charge for financial advice?

Eugene's firm, Sulzberger Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Eugene Sulzberger based?

Eugene Sulzberger is based in Miami, Florida.

What credentials does Eugene Sulzberger hold?

Eugene Sulzberger holds the CFP credential.

Is Eugene Sulzberger registered with the SEC?

Yes. Eugene Sulzberger is registered as an investment adviser representative in FL and TX (CRD 4852526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Sulzberger Capital Advisors manage?

Sulzberger Capital Advisors reports $117.1M across 260 accounts in assets under management.

How do I contact Eugene Sulzberger?

Through Eugene's website, genesulzberger.myhomehq.biz.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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