Firm profile

ARMBRUSTER CAPITAL MANAGEMENT, INC.

PITTSFORD, NYCRD 151590Latest ADV March 11, 2026

Armbruster Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 11, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 524 accounts.

Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
524
Primary office
PITTSFORD, NY
1250 PITTSFORD VICTOR ROAD, BUILDING 100, SUITE 180, PITTSFORD, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMark E. Armbruster
CCOTarryn D. L. Rozen

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 49.0% of total clients.
Top client categories% of clientsClients
1
HNWI
49.0%
257
2
Individuals
39.1%
205
3
Pension Plans
5.7%
30
4
Charitable
4.2%
22
5
Corporations
1.9%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 11, 2026
Discretionary91.5%
$966M
92% of total RAUM91.5%
Non-discretionary8.5%
$89M
8% of total RAUM8.5%
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.

Total AUM$1.1B
Total Accounts524
10Y AUM Change+$757M (+253.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee58:1
10Y Employee Change+3 (+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.