# Armbruster Capital Management, Inc.

> 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.

- CRD: 151590
- Filed as: ARMBRUSTER CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151590
- AdvisorCensus page: https://advisorcensus.com/firm/armbruster-capital-management-inc-pittsford-ny-151590

## Quick answers

**How is Armbruster Capital Management, Inc. compensated?**
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.

**Where is Armbruster Capital Management, Inc. located?**
Armbruster Capital Management, Inc.'s principal office is in Pittsford, NY, according to its Form ADV.

**Is Armbruster Capital Management, Inc. registered with the SEC or a state?**
Armbruster Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 151590.

**How much does Armbruster Capital Management, Inc. manage?**
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).

**How have Armbruster Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Armbruster Capital Management, Inc. serve?**
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).

**Which custodians does Armbruster Capital Management, Inc. use?**
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.

**Does Armbruster Capital Management, Inc. 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/151590

**What changed in Armbruster Capital Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

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: $1,055,065,472
- Discretionary: $965,772,160
- Non-discretionary: $89,293,312

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $79,941,745 |
| High net worth individuals | 257 | $818,303,464 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $89,685,862 |
| Charitable organizations | 22 | $55,472,631 |
| Corporations or other businesses not listed above | 10 | $11,661,770 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NC, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [acm401k.com](https://acm401k.com)
- [armbrustercapital.com](https://armbrustercapital.com)
- LinkedIn @armbrustercapital
- X @armbrustercap
- YouTube @armbrustercapitalmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $521,180,944 | 7 | March 30, 2021 |
| October 2022 | $726,835,400 | 8 | March 29, 2022 |
| October 2023 | $670,479,068 | 7 | March 30, 2023 |
| October 2024 | $742,489,233 | 8 | March 20, 2024 |
| October 2025 | $900,785,809 | 10 | March 28, 2025 |
| October 2026 | $1,055,065,472 | 9 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Armbruster Capital Management, Inc. (CRD 151590): Form ADV filing data as of October 2026.