Data / Investment advisers / New York / Greenbush Financial Group, LLC
Greenbush Financial Group, LLC, Albany, NY: $617 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Greenbush Financial Group, LLC is an SEC registered investment adviser with its main office in Albany, New York and reports $617 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 125500
- SEC file number
- 801-73044
- SEC status
- Approved, effective February 10, 2012
- Main office
- 159 Wolf Road Suite 101, Albany, NY 12205
- Phone
- (518) 477-6686
- Regulatory AUM
- $616,539,856 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $393,437,070
- Non discretionary AUM
- $223,102,786
- Accounts
- 1,288
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 146 | $245.8 million |
| High net worth individuals | 200 | $244.7 million |
| Individuals (other than high net worth individuals) | 448 | $119 million |
| Corporations or other businesses | 6 | $7.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $616.5 million | January 30, 2026 |
| December 1, 2025 | $498.2 million | April 17, 2025 |
Other advisers in Albany
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Paradigm Capital Management, Inc. | Albany | $2.38 billion | 2 | adviserinfo.sec.gov |
| PKS Advisory Services, LLC | Albany | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Curran Wealth Management | Albany | $804.3 million | Not listed | adviserinfo.sec.gov |
| Independent Family Office, LLC | Albany | $760.1 million | Not listed | adviserinfo.sec.gov |
| Allsquare Wealth Management, LLC | Albany | $307.8 million | Not listed | adviserinfo.sec.gov |
| Paradigm Funds Advisor LLC | Albany | $305.1 million | Not listed | adviserinfo.sec.gov |
| Albanyadvisor Group LLC | Albany | $302.8 million | Not listed | adviserinfo.sec.gov |
| Broadway Advisor Group | Albany | $214.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albany, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Greenbush Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.