# Upstate Advisors Group

> Upstate Advisors Group is a state-registered investment advisory firm in North Syracuse, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 135107
- Filed as: UPSTATE ADVISORS GROUP
- Legal name: JSD & Associates , Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Syracuse, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135107
- AdvisorCensus page: https://advisorcensus.com/firm/upstate-advisors-group-north-syracuse-ny-135107

## Quick answers

**How is Upstate Advisors Group compensated?**
On its Form ADV (Item 5.E, October 2026), Upstate Advisors Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Upstate Advisors Group located?**
Upstate Advisors Group's principal office is in North Syracuse, NY, according to its Form ADV.

**Is Upstate Advisors Group registered with the SEC or a state?**
Upstate Advisors Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 135107.

**How much does Upstate Advisors Group manage?**
Upstate Advisors Group reports $21,884,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**Does Upstate Advisors Group 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/135107

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,884,000
- Discretionary: $21,884,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $20,764,000 |
| Other | Fewer than 5 | $1,120,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 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. Upstate Advisors Group (CRD 135107): Form ADV filing data as of October 2026.