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ADIRONDACK FINANCIAL SERVICES CORP
CRD 126155File 801-64779
APPROVED
Retail clients
Disclosure events
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$461.8M
Above cohort median (national)
Discretionary AUM
$417.0M
Non-discretionary $44.8M
Clients
649
851 accounts
Employees
16
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 3, 2005
- Principal office
- 185 GENESEE STREET, SUITE 210, UTICA, NY, 13501
- Phone
- 315-724-4186
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $461.8M
- Discretionary AUM
- $417.0M
- Non-discretionary AUM
- $44.8M
- Discretionary accounts
- 845
- Non-discretionary accounts
- 6
- Total accounts
- 851
- AUM per client
- $712K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $13.4M |
| Insurance companies | Fewer than 5 | $5.2M |
| Charitable organizations | 29 | $44.6M |
| High net worth individuals | 137 | $272.4M |
| Pension and profit sharing plans | Fewer than 5 | $44.6M |
| Individuals (other than high net worth individuals) | 459 | $81.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11C2
- Q11C5
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.