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Albanyadvisor Group LLC

Albanyadvisor Group LLC. CRD 316226

Albanyadvisor Group LLC logo

CRD: 316226

Albanyadvisor Group LLC

Albany, NY, 12211
5186893577
www.albanyadvisor.com
$302.8M Total AUM
$29.3M Disc. AUM
21.6% 3Y CAGR
6 Employees
417 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Atlas wave
Established Date
10-15-2021
Office Locations
2

Office Locations

20 Corporate Woods Blvd.. Suite 400 Albany NY
292 Washington Avenue Extension Suite 101 Albany NY

About Albanyadvisor Group LLC

Albany Advisor Group is a CFP-led RIA providing comprehensive financial planning and target-risk/active investment management for individuals, families, and business owners. The team integrates risk management, tax-aware positioning, and retirement plan support (SEP/SIMPLE/401(k)) into a unified plan, and can serve clients nationally via Zoom/phone. Fiduciary and open to second opinions.

Team overview

51 AVG AGE
$50.5M AVG AUM / ADVISOR
$726.1K AVG AUM / CLIENT
4.3 yrs AVG TENURE
6 Employees
6 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Capital

Client Personas

Meridian focus Ember pathway

Custodian

Matrix signal Ridge north Prime glacier Timber Momentum Zenith frontier

Investment Themes

Crest wave Value

Investment Vehicles

Legacy ember

Platform

Peak foundation

Services

Capital Zenith focus Radial catalyst Ember ridge Pioneer Fusion Pathway insight

Technology

Oak

Owner & Executives

M

MARC ALLEN AGEL

Financial Advisor, FOUNDING PARTNER

CRD
#2853423
Ownership
25% but less than 50%
(459) 468-7830
vital.focus@vertexcapital.com
in linkedin.com/in/glacier-glacier
LORI GLUCK MURPHY

LORI GLUCK MURPHY

Financial Advisor, FOUNDING PARTNER

CRD
#5240690
Ownership
25% but less than 50%
(545) 333-3305
element.legacy@vitalcapital.com
in linkedin.com/in/delta-zenith
B

Bridge unison

Pathway legacy vertex

CRD
#82964
Ownership
45.2%
(940) 452-5172
value.peak@catalystcapital.com
in linkedin.com/in/vital-prime

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Contacts

M

MICHAEL SETH LURIE

Financial Advisor, General Partner

CRD
#4210566
(431) 829-9310
vital.insight@vectorcapital.com
in linkedin.com/in/prime-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-13-2022
11-13-2023
09-19-2024
08-15-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $29,305,945 $861,940
Non-Discretionary $273,489,676 $306,947
Total $302,795,621 $327,347

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Separately Managed Accounts

Total SMA Asset: $302,795,621

$302.8M Total SMA
Public Funds:
23.4%
Equity - Exchange:
21.9%
Cash:
33.4%
Corporate - Investment Grade:
11.5%
Municipal Bonds:
9.8%
Asset class Assets Assets %
Public Funds $183,234,359 23.4%
Equity - Exchange $171,488,567 21.9%
Cash $261,539,641 33.4%
Corporate - Investment Grade $90,051,074 11.5%
Municipal Bonds $76,739,175 9.8%
Total $783,052,816 100.0%

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