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GREENBUSH FINANCIAL GROUP, LLC
CRD 125500File 801-73044
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$616.5M
Above cohort median (national)
Discretionary AUM
$393.4M
Non-discretionary $223.1M
Clients
800
1,288 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 10, 2012
- Principal office
- 159 WOLF ROAD, SUITE 101, ALBANY, NY, 12205
- Phone
- 518-477-6686
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $616.5M
- Discretionary AUM
- $393.4M
- Non-discretionary AUM
- $223.1M
- Discretionary accounts
- 1,209
- Non-discretionary accounts
- 79
- Total accounts
- 1,288
- AUM per client
- $771K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $7.1M |
| High net worth individuals | 200 | $244.7M |
| Pension and profit sharing plans | 146 | $245.8M |
| Individuals (other than high net worth individuals) | 448 | $119.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REVIEW AND MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 818 | 800 | decreased by18 |
| Feb 1, 2026 | AUM | $498,155,634 | $616,539,856 | increased by$118,384,222 |
| Feb 1, 2026 | Accounts | 827 | 1,288 | increased by461 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 442 | 818 | increased by376 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $382,664,300 | $498,155,634 | increased by$115,491,334 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 654 | 827 | increased by173 |
| Feb 1, 2022 | Clients | 387 | 442 | increased by55 |
| Feb 1, 2022 | AUM | $302,774,702 | $382,664,300 | increased by$79,889,598 |
| Feb 1, 2022 | Accounts | 545 | 654 | increased by109 |
| 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 “GREENBUSH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENBUSH FINANCIAL” 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.