CROTON ON HUDSON, NYCRD 124532Latest ADV March 9, 2026
Karagosian Financial Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Croton On Hudson, NY. Its latest Form ADV filing, dated March 9, 2026, reports $27M in regulatory assets under management, 1 employee, and 53 accounts.
Assets Under Management
$27M
Employees
1
Offices
--
Total Clients
52
Primary office
CROTON ON HUDSON, NY
1 BALTIC PLACE 201D, CROTON ON HUDSON, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
40
2
HNWI
23.1%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of March 9, 2026
Discretionary96.3%
$26M
96% of total RAUM96.3%
Non-discretionary3.7%
$1000K
4% of total RAUM3.7%
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$27M
Total Accounts53
10Y AUM Change+$239K (+0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee52:1
10Y Employee Change-1 (-50.0%)
* 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.