SYRACUSE, NYCRD 132737Latest ADV February 11, 2026
Lipe & Dalton Investment Counsel is an SEC registered investment adviser organized as a corporation with a primary office location in Syracuse, NY. Its latest Form ADV filing, dated February 11, 2026, reports $780M in regulatory assets under management, 2 employees, and 382 accounts.
Assets Under Management
$780M
Employees
2
Offices
--
Total Clients
382
Primary office
SYRACUSE, NY
103 E. WATER STREET, SUITE 305, SYRACUSE, 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 segmentHNWI represent 98.4% of total clients.
Top client categories% of clientsClients
1
HNWI
98.4%
376
2
Charitable
1.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$780Mas of February 11, 2026
Discretionary100.0%
$780M
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$780M
Total Accounts382
10Y AUM Change+$446M (+133.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee191:1
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.