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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 129 | 88 | decreased by41 |
| Apr 1, 2026 | Clients | 120 | 129 | increased by9 |
| Apr 1, 2026 | AUM | $37,521,300,750 | $50,152,300,240 | increased by$12,630,999,490 |
| Apr 1, 2026 | Accounts | 120 | 129 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 107 | 112 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 120 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $29,945,560,653 | $37,521,300,750 | increased by$7,575,740,097 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 114 | 120 | increased by6 |
| Apr 1, 2022 | Employees | 115 | 107 | decreased by8 |
| Apr 1, 2022 | Clients | 113 | 111 | decreased by2 |
| Apr 1, 2022 | AUM | $27,349,067,261 | $29,945,560,653 | increased by$2,596,493,392 |
| Apr 1, 2022 | Accounts | 116 | 114 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEGAL MARCO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEGAL MARCO” may also match similarly-named firms). Confirm identity against each filing.
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.