WILLIAMSVILLE, NYCRD 337489Latest ADV February 3, 2026
Countryside Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated February 3, 2026, reports $73M in regulatory assets under management, 3 employees, and 537 accounts.
Assets Under Management
$73M
Employees
3
Offices
--
Total Clients
248
Primary office
WILLIAMSVILLE, NY
8600 MAIN STREET, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
233
2
HNWI
6.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$73Mas of February 3, 2026
Discretionary100.0%
$73M
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$73M
Total Accounts537
10Y AUM Change+$73M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee83:1
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.