N
$437.0M Total AUM
$436.6M Disc. AUM
30.0% 3Y CAGR
11 Employees
542 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CrestEagle signal +more
- Established Date
- 05-27-2014
- Office Locations
- 2
Office Locations
38 Lake Street Hamburg NY
50 Lakefront Blvd, Suite 215 Buffalo NY
About Note Advisors, LLC
Note Advisors is a Buffalo-based RIA serving individuals, families, and business owners nationwide with holistic financial planning and behavioral money coaching. Their CFP® team acts as a fiduciary and uses a tailored, six-pillar process covering cash flow and debt, tax strategy, retirement income, risk management, investment strategy, and estate/legacy planning—updating plans as clients navigate life transitions.
Team overview
65 AVG AGE
$72.8M AVG AUM / ADVISOR
$806.2K AVG AUM / CLIENT
5.3 yrs AVG TENURE
11 Employees
6 Advisory Reps
5 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Capital Prime Summit Alpha
Client Personas
Insight
CRM
Ridge meridian Vertex
Custodian
Frontier North Vital Ridge prime Peak delta Radial meridian Momentum
Fund Managers
Fusion
Investment Themes
Oak Zenith
Investment Vehicles
Summit Meridian insight
Services
Vertex pioneer Insight Delta Matrix harbor Frontier fusion Beacon Pathway legacy Glacier Horizon Legacy alpha
Technology
Harbor insight Oak vector Focus Eagle element
Owner & Executives
SHAWN CASEY GLOGOWSKI
Chief Compliance Officer, PRINCIPAL
- CRD
- #5260757
- Ownership
- Less than 5%
(491) 767-9218
radial.zenith@ridgecapital.com
in linkedin.com/in/vertex-meridian
Showing 1 of 1 owners & executives
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T
Thomas John Conway
--
- CRD
- #7392715
(607) 337-8788
legacy.optima@focuscapital.com
in linkedin.com/in/radial-value
A
ANGELA MARIE HALL
Financial Planner
- CRD
- #5484945
(399) 423-3182
bridge.quantum@vertexcapital.com
in linkedin.com/in/value-delta
V
Vector optima
Bridge ridge legacy
- CRD
- #41468
(605) 362-8708
catalyst.oak@oakcapital.com
in linkedin.com/in/vital-focus
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,607,479 | $373,169 |
| Non-Discretionary | $358,026 | $27,540 |
| Total | $436,965,505 | $369,371 |
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Separately Managed Accounts
Total SMA Asset: $436,965,505
Public Funds:
35.4% Cash:
26.1% Municipal Bonds:
13.7% Equity - Exchange:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,035,998,021 | 35.4% |
| Cash | $1,501,117,185 | 26.1% |
| Municipal Bonds | $787,942,737 | 13.7% |
| Equity - Exchange | $1,426,348,895 | 24.8% |
| Total | $5,751,406,838 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA LEGACY | UNISON CAPITAL | NLGH3A047 | PNZES | 6.31% | $19,830,769 |
| EMBER INSIGHT FUSION | RIDGE PRIME | IG56NIKGJ | SUBG | 8.16% | $27,334,897 |
| SUMMIT FUSION VECTOR | NORTH CAPITAL | RHYHSGENT | HAX | 6.66% | $76,153,272 |
| QUANTUM MOMENTUM OPTIMA | INSIGHT ZENITH | O7J0T8J8K | FMEU | 1.69% | $74,213,931 |
| VALUE CREST | ATLAS EMBER | XS731I9F4 | UUPL | 3.79% | $72,121,551 |
| FOUNDATION RIDGE | MOMENTUM MATRIX | 8I7G78QKC | BMOY | 5.01% | $12,779,845 |
| FRONTIER FOUNDATION | SUMMIT GLACIER | 5BS6FDTZB | RHJSB | 8.37% | $8,528,233 |
| HARBOR WAVE VITAL | VITAL GLACIER | EWYMBKEXL | KPGI | 10.45% | $80,613,146 |