# CIRCLE N ADVISORS, LLC

CIRCLE N ADVISORS, LLC of FISHKILL, NY is an SEC-registered investment adviser.

## Registration

- CRD: 271027
- Type: SEC-registered investment adviser
- SEC file number: 801-101534
- Location: 1065 MAIN STREET, SUITE F, FISHKILL, NY, 12524
- Phone: 845-897-1560
- Latest filing: 2026-03-16
- Regulatory AUM: $94.2M
- Discretionary AUM: $94.2M
- Clients: 3
- Accounts: 106

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Charles Iver Frumberg | MANAGING MEMBER, CEO | — |
| James David Mcfadden | CCO | — |
| Debra Ann Mcfadden | COO | — |
| FRUMBERG CHARLES IVER | CEO; MANAGING MEMBER, CEO | — |
| WALLACE SCOTT MICHAEL | COO | — |
| MCFADDEN JAMES DAVID | CCO | — |
| MCFADDEN DEBRA ANN | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/271027/brochure
- Similar advisers: https://search.stillhousedata.com/firm/271027/similar
- Related entities: https://search.stillhousedata.com/firm/271027/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/271027

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.