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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and July 30, 2026, reported AUM increased 17.1%, from $900.8M to $1.1B.
Across 5 reported observations, AUM increased 45.2% between March 29, 2022 and July 30, 2026, from $726.8M to $1.1B.
Of the latest reported AUM, 91.5% is discretionary and 8.5% is non-discretionary.
The firm reports 7 advisory representatives and 524 clients, or 74.9 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
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- Platform
- Services
- Technology
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The full Armbruster Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK EDWARD ARMBRUSTER
Advisor, Chief Executive Officer
- CRD
- #2687579
- Ownership
- 25% but less than 50%
CHRISTOPHER MICHAEL CEBULA
President
- CRD
- #6460301
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
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
SMA allocation detail is available
Armbruster Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Armbruster Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.