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CONSTELLATION ASSET MANAGEMENT, INC.
CRD 125704File 801-113212
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$79.3M
Bottom 25% of cohort (national)
Discretionary AUM
$79.3M
Clients
64
169 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 7, 2018
- Principal office
- 7030 E. GENESEE STREET, SUITE 211, FAYETTEVILLE, NY, 13066-1126
- Phone
- 315 396-8335
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $79.3M
- Discretionary AUM
- $79.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 169
- Non-discretionary accounts
- 0
- Total accounts
- 169
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $65.3M |
| Pension and profit sharing plans | Fewer than 5 | $266K |
| Individuals (other than high net worth individuals) | 42 | $13.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.