ADIRONDACK CAPITAL ADVISORS, llc logo

ADIRONDACK CAPITAL ADVISORS, llc

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Client assets under management

$354,759,069

Clients

460

37% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

115

Very High

Average account size

$771,215

About

Adirondack Capital Advisors serves individual investors (both non-high-net-worth and high-net-worth), retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary investment management, financial planning and counseling, retirement plan consulting, and advisory consulting. The firm also assists clients with selection of third-party money managers and offers model portfolios for retirement plan participants.

The firm follows a long-term, asset-allocation centered investment approach using fundamental analysis and a blend of actively managed and index-based mutual funds, ETFs, and individual securities, developing individualized investment policies and ongoing monitoring. Adirondack operates as a fee-only adviser that does not sell products, does not receive commissions or soft-dollar compensation, and generally does not charge separately for financial planning, with tax efficiency noted as not being the primary objective.

Noteworthy distinctions include managing a substantial asset base with a compact advisory team and an explicit ERISA fiduciary acknowledgement for retirement plan work; the firm also discloses that it may receive compensation for recommending third‑party money managers, which creates a potential conflict of interest. Adirondack routinely uses an institutional custody and brokerage platform that provides ancillary services to the firm, and it does not vote client proxies on their behalf.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Advisory consulting services

Expertise

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management

Fee options

Fixed

Fixed fees for advisory consulting services based on hourly rate and projected hours

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000+: 0.50% annually

Project-based

$250 - $400 per hour depending on complexity

Other

Account minimum: $250,000 Fee-only: Fee-only investment adviser; no commissions or other remuneration received.

Main office location

ADIRONDACK CAPITAL ADVISORS, llc

528 Plum Street, Suite 200

Syracuse NY 13204, United States

Number of offices

1

Most active in

Florida · New York · North Carolina · Pennsylvania · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher B

Series 65, Series 66

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, following prior roles at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors primarily serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach focused on diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
user avatar

James C

Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

James Campagna is a financial advisor at Adirondack Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Americu Capital Management, Americu Credit Union, and Reagan Companies Asset Management Inc. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach emphasizing diversification and fundamental analysis, and integrates financial planning with discretionary portfolio management.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
user avatar

Rex M

Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Rex Mahoney is a financial advisor with Adirondack Capital Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. He previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors in 2022. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
user avatar

Patrick D

PFS™, Series 63, Series 65

Syracuse, NY

ADIRONDACK CAPITAL ADVISORS, llc

Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, focusing on long-term, asset-allocation-driven investment strategies. The firm integrates financial planning with discretionary portfolio management, emphasizing diversification and tax efficiency.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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