{
  "crd_number": 151590,
  "slug": "armbruster-capital-management-inc-pittsford-ny-151590",
  "primary_business_name": "ARMBRUSTER CAPITAL MANAGEMENT, INC.",
  "legal_name": "ARMBRUSTER CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Pittsford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-03-09",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 1055065472.0,
  "raum_discretionary": 965772160.0,
  "raum_non_discretionary": 89293312.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 55472631.0,
      "count": 22
    },
    "individuals": {
      "raum": 79941745.0,
      "count": 205
    },
    "pension_profit_sharing": {
      "raum": 89685862.0,
      "count": 30
    },
    "high_net_worth_individuals": {
      "raum": 818303464.0,
      "count": 257
    },
    "corporations_other_businesses": {
      "raum": 11661770.0,
      "count": 10
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NC",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://acm401k.com",
    "https://armbrustercapital.com",
    "https://linkedin.com/company/armbrustercapital",
    "https://twitter.com/armbrustercap",
    "https://youtube.com/armbrustercapitalmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151590",
  "city_as_filed": "PITTSFORD",
  "url": "https://advisorcensus.com/firm/armbruster-capital-management-inc-pittsford-ny-151590",
  "display_name": "Armbruster Capital Management, Inc.",
  "summary": "Armbruster Capital Management, Inc. is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Armbruster Capital Management, Inc. (CRD 151590): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Armbruster Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Armbruster Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Armbruster Capital Management, Inc. located?",
      "a": "Armbruster Capital Management, Inc.'s principal office is in Pittsford, NY, according to its Form ADV."
    },
    {
      "q": "Is Armbruster Capital Management, Inc. registered with the SEC or a state?",
      "a": "Armbruster Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 151590."
    },
    {
      "q": "How much does Armbruster Capital Management, Inc. manage?",
      "a": "Armbruster Capital Management, Inc. reports $1,055,065,472 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (92% discretionary)."
    },
    {
      "q": "How have Armbruster Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Armbruster Capital Management, Inc.: Regulatory assets under management: $521,180,944 in the October 2021 data and $1,055,065,472 in the October 2026 data, up 102%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Armbruster Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (257); individuals (other than high net worth individuals) (205); pension and profit sharing plans (but not the plan participants or government pension plans) (30)."
    },
    {
      "q": "Which custodians does Armbruster Capital Management, Inc. use?",
      "a": "Armbruster Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Armbruster Capital Management, Inc. report any disciplinary disclosures?",
      "a": "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/151590"
    },
    {
      "q": "What changed in Armbruster Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 521180944.0,
      "total_employees": 7,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 726835400.0,
      "total_employees": 8,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 670479068.0,
      "total_employees": 7,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 742489233.0,
      "total_employees": 8,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 900785809.0,
      "total_employees": 10,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1055065472.0,
      "total_employees": 9,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $900,785,809 to $1,055,065,472 (+17%).",
        "Registered or notice-filed in MA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/armbruster-capital-management-inc-pittsford-ny-151590.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 205,
      "fewer_than_5": false,
      "raum": 79941745.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 257,
      "fewer_than_5": false,
      "raum": 818303464.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 89685862.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 22,
      "fewer_than_5": false,
      "raum": 55472631.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 11661770.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151590",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}