CRD: 151590
Armbruster Capital Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2010
- Office Locations
- 1
Office Locations
About Armbruster Capital Management, Inc.
Armbruster Capital Management provides fee-only wealth management for individuals (including IRAs and trusts), plus investment oversight for foundations/endowments and retirement plan services for 401(k)/403(b) and pension plans. The firm uses academic, factor-based portfolio construction focused on quality, low volatility, value, and momentum, with tax-aware input from CFAs and CPAs. Assets are custodied with firms such as Schwab and Fidelity to separate custody from advice.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK EDWARD ARMBRUSTER
Advisor, Chief Executive Officer
- CRD
- #2687579
- Ownership
- 50% but less than 75%
CHRISTOPHER MICHAEL CEBULA
President
- CRD
- #6460301
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Craig A Julien
Investment Advisor
- CRD
- #7002648
Rudolph William Warren
Investment Advisor Representative
- CRD
- #7374907
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $965,772,160 | $1,951,055 |
| Non-Discretionary | $89,293,312 | $3,079,080 |
| Total | $1,055,065,472 | $2,013,484 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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