ALBANYADVISOR GROUP LLC

CRD 316226File 801-122496

APPROVED

Retail clients

Filing as of Feb 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$302.8M

Below cohort median (national)

Discretionary AUM

$29.3M

Non-discretionary $273.5M

Clients

412

925 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 15, 2021
Principal office: 20 CORPORATE WOODS BLVD.., SUITE 400, ALBANY, NY, 12211-2396
Phone: (518) 689-3577
Website: https://albanyadvisor.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $302.8M
Discretionary AUM: $29.3M
Non-discretionary AUM: $273.5M
Discretionary accounts: 34
Non-discretionary accounts: 891
Total accounts: 925
AUM per client: $735K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	70	$189.4M
State or municipal government entities	3	$0
Individuals (other than high net worth individuals)	339	$113.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	425	412	decreased by13
Mar 1, 2026	AUM	$270,450,487	$302,795,621	increased by$32,345,134
Mar 1, 2026	Accounts	936	925	decreased by11
Dec 1, 2025 vs May 1, 2025	Employees	7	6	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	5	7	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	202	425	increased by223
May 1, 2025 vs Oct 1, 2022	AUM	$138,878,526	$270,450,487	increased by$131,571,961
May 1, 2025 vs Oct 1, 2022	Accounts	446	936	increased by490
May 1, 2022	Clients	122	202	increased by80
May 1, 2022	AUM	$79,000,000	$138,878,526	increased by$59,878,526
May 1, 2022	Accounts	253	446	increased by193
Mar 1, 2022	Registration	APPROVED-120	APPROVED
Mar 1, 2022	AUM	$0	$79,000,000	increased by$79,000,000
Mar 1, 2022	Accounts	0	253	increased by253
Nov 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALBANYADVISOR GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALBANYADVISOR GROUP” 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.