SCHENECTADY, NYCRD 159052Latest ADV February 17, 2026
Del-Sette Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Schenectady, NY. Its latest Form ADV filing, dated February 17, 2026, reports $193M in regulatory assets under management, 8 employees, 3 offices, and 735 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
184
2
HNWI
23.3%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 17, 2026
Discretionary100.0%
$193M
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.
Total AUM$193M
Total Accounts735
10Y AUM Change+$130M (+206.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change+3 (+60.0%)
* 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.