Cannistra Financial Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,006,094
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
75
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
75
Very HighAverage account size
$720,081
About
Cannistra Financial Advisors Inc. is an independent, single-advisor registered investment adviser that provides investment advisory and portfolio management services to individuals and also accepts corporate or business clients, managing roughly $56 million for about 75 clients. The firm uses a percentage-of-AUM fee model and provides portfolio management and related advisory services typical of independent advisers.
According to its Form ADV, the firm primarily manages client assets on a non-discretionary basis, so clients retain final authority over trade decisions while the adviser provides recommendations and ongoing oversight. The brochure also discloses an affiliation with an accounting firm (Item 10), and the adviser coordinates with that affiliation as part of its broader client service model.
What is distinctive about Cannistra is the combination of its accounting-firm affiliation, acceptance of corporate/business clients, and its predominantly non-discretionary approach — a mix that is uncommon among solo independent advisers. This configuration may be particularly relevant for business-owner clients or those seeking closer coordination between investment advice and tax/accounting matters while retaining final trading authority.
Client services
Portfolio management
Main office location
Cannistra Financial Advisors Inc.
43 Kensico Drive
Mount Kisco NY 10549, United States
Number of offices
1
Most active in
Cannistra Financial Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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