Adirondack Capital Advisors, LLC

RIASEC Registered

Total AUM

$422M

Discretionary

$422M

100% of AUM

Avg account

$363K

Accounts

1,163

Employees

Advisory reps

Firm details

Headquarters: Syracuse, New York
CRD number: 133305
Registered since: April 29, 2019
Website: adirondackadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI57.92%
Individuals26.1%
Pension & Profit Sharing Plans15.22%
Charitable Organizations0.48%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Adirondack Capital Advisors, LLC is an independent RIA organized as a limited liability company and registered with the SEC in 2019. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and other pricing options. Core advisory capabilities called out on its ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting services, and the selection of other advisers — the latter reflecting a practice of sourcing external managers for certain allocations. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.