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SEGAL MARCO ADVISORS
Legal name: SEGAL ADVISORS, INC.
CRD 114687File 801-61280
APPROVED
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$50.15B
Top 10% of cohort (national)
Discretionary AUM
$12.91B
Non-discretionary $37.24B
Clients
88
129 accounts
Employees
112
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 2, 2002
- Principal office
- 66 HUDSON BLVD E, NEW YORK, NY, 10001-2192
- Phone
- 212-251-5900
- Website
- HTTP://WWW.SEGALMARCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.15B
- Discretionary AUM
- $12.91B
- Non-discretionary AUM
- $37.24B
- Discretionary accounts
- 87
- Non-discretionary accounts
- 42
- Total accounts
- 129
- AUM per client
- $569.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $209.6M |
| Pooled investment vehicles | 4 | $2.47B |
| Pension and profit sharing plans | 74 | $43.44B |
| State or municipal government entities | 6 | $747.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SEE SCHEDULE D, PAGE 5
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 129 | 88 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.