# Albanyadvisor Group LLC

> Albanyadvisor Group LLC is an SEC-registered investment advisory firm in Albany, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 316226
- Filed as: ALBANYADVISOR GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316226
- AdvisorCensus page: https://advisorcensus.com/firm/albanyadvisor-group-llc-albany-ny-316226

## Quick answers

**How is Albanyadvisor Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Albanyadvisor Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Albanyadvisor Group LLC located?**
Albanyadvisor Group LLC's principal office is in Albany, NY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Albanyadvisor Group LLC registered with the SEC or a state?**
Albanyadvisor Group LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316226.

**How much does Albanyadvisor Group LLC manage?**
Albanyadvisor Group LLC reports $302,795,621 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (10% discretionary).

**How have Albanyadvisor Group LLC's assets and staff changed since 2022?**
In the Form ADV data for Albanyadvisor Group LLC: Regulatory assets under management: $138,878,526 in the October 2022 data and $302,795,621 in the October 2026 data, up 118%. Total employees: 5 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Albanyadvisor Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (339); high net worth individuals (70); state or municipal government entities (including government pension plans) (3).

**Which custodians does Albanyadvisor Group LLC use?**
Albanyadvisor Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Albanyadvisor Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316226

**Does Albanyadvisor Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "AAG generally does not impose a minimum relationship size."

**What changed in Albanyadvisor Group LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $270,450,487 to $302,795,621 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> AAG generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $302,795,621
- Discretionary: $29,305,945
- Non-discretionary: $273,489,676

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 339 | $113,420,454 |
| High net worth individuals | 70 | $189,375,167 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 3 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Albany, NY

### Websites listed on Form ADV (Item 1.I)
- albanyadvisor.com
- LinkedIn @albanyadvisor-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $138,878,526 | 5 | September 2, 2022 |
| October 2023 | $172,685,345 | 6 | September 5, 2023 |
| October 2024 | $212,315,423 | 7 | September 19, 2024 |
| October 2025 | $270,450,487 | 7 | February 6, 2025 |
| October 2026 | $302,795,621 | 6 | February 9, 2026 |

Regulatory assets under management: $138,878,526 in the October 2022 data and $302,795,621 in the October 2026 data, up 118%.
Total employees: 5 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $270,450,487 to $302,795,621 (+12%).

### December 2025
- Employees performing advisory functions went from 7 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Albanyadvisor Group LLC (CRD 316226): Form ADV filing data as of October 2026.