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Constellation Asset Management, Inc.

Constellation Asset Management, Inc.. CRD 125704

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CRD: 125704

Constellation Asset Management, Inc.

$79.3M Total AUM
$79.3M Disc. AUM
16.6% 3Y CAGR
1 Employees
64 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Stifel
Clients
Retail and Institutional
Platforms
--
Established Date
05-07-2018
Office Locations
1

Office Locations

7030 E. Genesee Street Suite 211 Fayetteville NY

About Constellation Asset Management, Inc.

Constellation Asset Management, Inc. is a Fayetteville-based RIA. The firm has been operating for 8 years. Managing $79.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.

Reported data analysis

What the numbers show

Between December 8, 2025 and February 17, 2026, reported AUM increased 11.0%, from $71.4M to $79.3M.

Across 5 reported observations, AUM increased 80.9% between February 15, 2022 and February 17, 2026, from $43.8M to $79.3M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 64 clients, or 64 clients per representative. That equates to $1.2M in reported AUM per client.

The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

63 AVG AGE
$79.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Vehicles
  • Services

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Owner & Executives

CHRISTOPHER HOWARD DEVOE

CHRISTOPHER HOWARD DEVOE

Chief Compliance Officer, President, Treasurer

CRD
#2087220
Ownership
75% or more

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-15-2022
02-07-2023
07-31-2024
12-08-2025
02-17-2026
Category Assets AVG. Account size
Discretionary $79,293,570 $469,193
Non-Discretionary $0 --
Total $79,293,570 $469,193

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Separately Managed Accounts

SMA allocation detail is available

Constellation Asset Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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