# Cannistra Financial Advisors Inc.

> Cannistra Financial Advisors Inc. is a state-registered investment advisory firm in Mount Kisco, NY, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 125340
- Filed as: CANNISTRA FINANCIAL ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Kisco, NY
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125340
- AdvisorCensus page: https://advisorcensus.com/firm/cannistra-financial-advisors-inc-mount-kisco-ny-125340

## Quick answers

**How is Cannistra Financial Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cannistra Financial Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Cannistra Financial Advisors Inc. located?**
Cannistra Financial Advisors Inc.'s principal office is in Mount Kisco, NY, according to its Form ADV.

**Is Cannistra Financial Advisors Inc. registered with the SEC or a state?**
Cannistra Financial Advisors Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 125340.

**How much does Cannistra Financial Advisors Inc. manage?**
Cannistra Financial Advisors Inc. reports $56,064,551 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**What types of clients does Cannistra Financial Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (36); other (5).

**Does Cannistra Financial Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125340

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,064,551
- Discretionary: $0
- Non-discretionary: $56,064,551

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $9,435,701 |
| High net worth individuals | 36 | $44,570,393 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $20,910 |
| Other | 5 | $2,037,547 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cannistracpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cannistra Financial Advisors Inc. (CRD 125340): Form ADV filing data as of October 2026.