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ALBANYADVISOR GROUP LLC
CRD 316226File 801-122496
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$302.8M
Below cohort median (national)
Discretionary AUM
$29.3M
Non-discretionary $273.5M
Clients
412
925 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
- Oct 15, 2021
- Principal office
- 20 CORPORATE WOODS BLVD.., SUITE 400, ALBANY, NY, 12211-2396
- Phone
- (518) 689-3577
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, 5GCompensation
- 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 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.