# EWM Advisory

> EWM Advisory is a state-registered investment advisory firm in Buffalo, NY, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 282616
- Filed as: EWM ADVISORY
- Legal name: EWM Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282616
- AdvisorCensus page: https://advisorcensus.com/firm/ewm-advisory-buffalo-ny-282616

## Quick answers

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

**Where is EWM Advisory located?**
EWM Advisory's principal office is in Buffalo, NY, according to its Form ADV.

**Is EWM Advisory registered with the SEC or a state?**
EWM Advisory is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 282616.

**How much does EWM Advisory manage?**
EWM Advisory reports $6,565,823 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

**What types of clients does EWM Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21).

**Does EWM Advisory 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/282616

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,565,823
- Discretionary: $6,565,823
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 21 | $6,565,823 |

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

### Firm details
- Registered since: 2019 (7 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EWM Advisory (CRD 282616): Form ADV filing data as of October 2026.