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Armbruster Capital Management, Inc.

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Client assets under management

$898,245,209

Clients

462

56% high-net worth

Advisors

7

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

66

Typical

Average account size

$1,944,254

About

Armbruster Capital Management serves individual and high-net-worth clients as well as institutions such as pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning advice at no additional charge, and sub‑advisory services. The firm operates on a fee‑only basis and states its fiduciary role in advising on account rollovers and transfers.

The firm’s investment approach emphasizes long‑term, buy‑and‑hold portfolios implemented primarily with low‑cost, index‑based ETFs and mutual funds, combined with quantitative tilts (size, value, momentum), periodic rebalancing, and selective use of alternative asset classes and individual bonds to manage risk and tax outcomes. Portfolios are customized to clients’ tax situations and preferences, and ACM discloses regular performance reporting and client statements as part of its review process.

What distinguishes ACM from many peers is its explicit disclosure of affiliations and third‑party relationships: the CEO’s concurrent role at Fischer Investment Group and the firm’s active pursuit of sub‑advisory relationships are described along with policies to segregate operations and limit information flow. The brochure also notes the firm’s use of borrowing (margin) in client accounts and explains how negative cash balances affect billing, and it documents that ACM provides public performance reporting (and advertises performance), a practice that is less common among similar team firms.

Client services

Financial planning Portfolio management

Expertise

Factor investing / smart beta Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $3,000,000: 0.60% annually >$3,000,000+: 0.40% annually

Other

Fee-only: Fee-only arrangement; no commissions or third-party compensation

Main office location

Armbruster Capital Management, Inc.

1250 Pittsford Victor Road, Building 100, Suite 180

Pittsford NY 14534, United States

Number of offices

1

Most active in

California · Florida · Massachusetts · New Hampshire · New York · North Carolina · Texas

Disclosures

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

Business activities & affiliations

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