FAYETTEVILLE, NYCRD 125704Latest ADV February 17, 2026
Constellation Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fayetteville, NY. Its latest Form ADV filing, dated February 17, 2026, reports $79M in regulatory assets under management, 1 employee, 1 office, and 169 accounts.
Assets Under Management
$79M
Employees
1
Offices
1 office
Total Clients
64
Primary office
FAYETTEVILLE, NY
7030 E. GENESEE STREET, SUITE 211, FAYETTEVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
42
2
HNWI
34.4%
22
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$79Mas of February 17, 2026
Discretionary100.0%
$79M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$79M
Total Accounts169
10Y AUM Change+$44M (+127.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* 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.