ARMBRUSTER CAPITAL MANAGEMENT, INC.
Adviser information for ARMBRUSTER CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 377 | $698.3M |
| Non-Discretionary | 20 | $44.2M |
| Total | 397 | $742.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 162 | $66.8M |
| HNW Individuals | 194 | $574.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22 | $44.8M |
| Charitable organizations | 15 | $53.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $110,481 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
1250 PITTSFORD VICTOR ROADBUILDING 100, SUITE 180
PITTSFORD
NY
United States
Monday - Friday, 8:30 AM-5:00PM
Tel: 585-381-4180, Fax: 585-381-4197
Chief Compliance Officer
TARRYN ROZEN
OPERATIONS
1250 PITTSFORD VICTOR ROAD
BUILDING 100, SUITE 180
PITTSFORD
NY
United States
Tel:
585-381-4180
Fax:
585-381-4197
T*****@********************M
(Full email address available in API data)
Regulatory Contact
MARK ARMBRUSTER
CEO
1250 PITTSFORD VICTOR ROAD
BUILDING 100, SUITE 180
PITTSFORD
NY
United States
Tel:
585-381-4180
Fax:
585-381-4197
M**********@********************M
(Full email address available in API data)
Industry Affiliates
| FISCHER INVESTMENT GROUP, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ARMBRUSTER, MARK, EDWARD | Individual | – | CEO | 12/2022 | > 75% |
| CEBULA, CHRISTOPHER, MICHAEL | Individual | – | PRESIDENT | 12/2022 | 10-25% |
| Rozen, Tarryn, Denise Larson | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 346K | 2K | – |
| ALPHABET INC | CAP STK CL A | 638K | 4K | – |
| ALPHABET INC | CAP STK CL C | 261K | 1K | – |
| AMAZON COM INC | COM | 277K | 1K | – |
| AMGEN INC | COM | 777K | 2K | – |
| APPLE INC | COM | 2M | 9K | – |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 3M | 47K | – |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 15M | 302K | – |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 2M | 27K | – |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 2M | 27K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 867K | 10K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
| BROADCOM INC | COM | 440K | 274 | – |
| BROADSTONE NET LEASE INC | COM | 1M | 89K | – |
| CHEVRON CORP NEW | COM | 296K | 2K | – |
| CISCO SYS INC | COM | 369K | 8K | – |
| COCA COLA CO | COM | 396K | 6K | – |
| CONSTELLATION BRANDS INC | CL A | 363K | 1K | – |
| COSTCO WHSL CORP NEW | COM | 292K | 344 | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 3M | 92K | – |
| EXXON MOBIL CORP | COM | 2M | 14K | – |
| GE AEROSPACE | COM NEW | 591K | 4K | – |
| HOME DEPOT INC | COM | 598K | 2K | – |
| INTEL CORP | COM | 850K | 27K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 432K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 602K | 6K | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 557K | 10K | – |
| INVESCO QQQ TR | UNIT SER 1 | 1M | 3K | – |
| INVESCO EXCH TRADED FD TR II | S&P 500 ENHNCD | 8M | 171K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 28M | 433K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 32M | 383K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 254K | 4K | – |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 VAL | 8M | 84K | – |
| INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 3M | 104K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 793K | 7K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP VLU MNT | 452K | 9K | – |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 8M | 193K | – |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 11M | 179K | – |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 488K | 9K | – |
| ISHARES BITCOIN TR | SHS | 253K | 7K | – |
| ISHARES INC | CORE MSCI EMKT | 5M | 88K | – |
| ISHARES TR | CORE MSCI EAFE | 9M | 125K | – |
| ISHARES TR | CORE S&P500 ETF | 11M | 21K | – |
| ISHARES TR | CORE S&P US GWT | 427K | 3K | – |
| ISHARES INC | MSCI GBL MIN VOL | 540K | 5K | – |
| ISHARES INC | MSCI EMERG MRKT | 1M | 20K | – |
| ISHARES INC | EMNG MKTS EQT | 6M | 133K | – |
| ISHARES TR | ESG AW MSCI EAFE | 1M | 14K | – |
| ISHARES INC | ESG AWR MSCI EM | 201K | 6K | – |
| ISHARES TR | ESG SCRD S&P MID | 380K | 10K | – |
| ISHARES TR | ESG SCRND S&P SM | 269K | 7K | – |
| ISHARES TR | MSCI EAFE ETF | 575K | 7K | – |
| ISHARES TR | MSCI INTL MOMENT | 17M | 448K | – |
| ISHARES TR | MSCI INTL QUALTY | 17M | 439K | – |
| ISHARES TR | MSCI INTL VLU FT | 20M | 713K | – |
| ISHARES TR | MSCI USA SMCP MN | 2M | 40K | – |
| ISHARES TR | MSCI USA MIN VOL | 14M | 172K | – |
| ISHARES TR | MSCI EAFE MIN VL | 14M | 205K | – |
| ISHARES TR | MSCI USA MMENTM | 42M | 213K | – |
| ISHARES TR | MSCI USA QLT FCT | 26M | 154K | – |
| ISHARES TR | RUSSELL 3000 ETF | 855K | 3K | – |
| ISHARES TR | CORE S&P MCP ETF | 6M | 107K | – |
| ISHARES TR | CORE S&P SCP ETF | 2M | 23K | – |
| JOHNSON & JOHNSON | COM | 267K | 2K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 8K | – |
| MERCK & CO INC | COM | 598K | 5K | – |
| META PLATFORMS INC | CL A | 302K | 598 | – |
| MICROSOFT CORP | COM | 2M | 4K | – |
| MOBIX LABS INC | COM CL A | 24K | 15K | – |
| MONDELEZ INTL INC | CL A | 257K | 4K | – |
| NEXTERA ENERGY INC | COM | 461K | 7K | – |
| ORACLE CORP | COM | 967K | 7K | – |
| PARKER-HANNIFIN CORP | COM | 513K | 1K | – |
| PAYCHEX INC | COM | 3M | 22K | – |
| PHILIP MORRIS INTL INC | COM | 587K | 6K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 950K | 36K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 5M | 134K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 537K | 9K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 374K | 6K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 305K | 4K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 522K | 11K | – |
| SERVICENOW INC | COM | 250K | 318 | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 8M | 19K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 667K | 13K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 651K | 16K | – |
| SPDR SER TR | PORTFOLI S&P1500 | 745K | 11K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 6M | 11K | – |
| SPDR SER TR | S&P 500 ESG ETF | 2M | 39K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 278K | 4K | – |
| SPDR SER TR | AEROSPACE DEF | 302K | 2K | – |
| STRYKER CORPORATION | COM | 205K | 602 | – |
| PROCTER AND GAMBLE CO | COM | 583K | 4K | – |
| SHERWIN WILLIAMS CO | COM | 356K | 1K | – |
| TJX COS INC NEW | COM | 231K | 2K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 530K | 958 | – |
| UNION PAC CORP | COM | 534K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 598K | 1K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 5K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 351K | 2K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 670K | 7K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 460K | 8K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 48K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1M | 32K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 214K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 278K | 4K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 257K | 2K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 6M | 26K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 4M | 16K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 20K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 554K | 3K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 713K | 4K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 210K | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 944K | 4K | – |
| VANGUARD WELLINGTON FD | US MOMENTUM | 6M | 37K | – |
| VANGUARD WELLINGTON FD | US QUALITY | 24M | 183K | – |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 48M | 427K | – |
| VANGUARD INDEX FDS | VALUE ETF | 860K | 5K | – |
| WALMART INC | COM | 286K | 4K | – |