Saperston Legacy Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hamburg, NY. Its latest Form ADV filing, dated March 9, 2026, reports $181M in regulatory assets under management, 5 employees, 1 office, and 436 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
295
2
HNWI
30.7%
134
3
Corporations
1.4%
6
4
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 9, 2026
Discretionary74.2%
$134M
74% of total RAUM74.2%
Non-discretionary25.8%
$47M
26% of total RAUM25.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$181M
Total Accounts436
10Y AUM Change+$174M (+2754.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee87:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.