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ADIRONDACK CAPITAL ADVISORS, LLC
CRD 133305File 801-115148
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$422.3M
Below cohort median (national)
Discretionary AUM
$422.3M
Clients
489
1,163 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 29, 2019
- Principal office
- 528 PLUM STREET, SUITE 200, SYRACUSE, NY, 13204
- Phone
- 315-434-5597
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $422.3M
- Discretionary AUM
- $422.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,163
- Non-discretionary accounts
- 0
- Total accounts
- 1,163
- AUM per client
- $864K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 170 | $244.6M |
| Pension and profit sharing plans | 29 | $64.3M |
| Individuals (other than high net worth individuals) | 290 | $110.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISER FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 441 | 489 | increased by48 |
| Apr 1, 2026 | AUM | $350,089,552 | $422,261,355 | increased by$72,171,803 |
| Apr 1, 2026 | Accounts | 1,084 | 1,163 | increased by79 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 313 | 441 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $265,719,615 | $350,089,552 | increased by$84,369,937 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 761 | 1,084 | increased by323 |
| Apr 1, 2022 | Clients | 274 | 313 | increased by39 |
| Apr 1, 2022 | AUM | $202,311,030 | $265,719,615 | increased by$63,408,585 |
| Apr 1, 2022 | Accounts | 672 | 761 | increased by89 |
| 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 “ADIRONDACK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADIRONDACK CAPITAL” 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.