Greenbush Financial Group, Llc
- Regulatory AUM
- $617M
- Discretionary
- $393M
- Clients
- 800
- Avg AUM / client
- $771K
- Accounts
- 1,288
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 448 | $119M | 19.3% |
| High net worth individuals | 200 | $245M | 39.7% |
| Pension and profit sharing plans | 146 | $246M | 39.9% |
| Corporations and other businesses | 6 | $7.1M | 1.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust Capital Region Orthopaedic Associates, P.C. | 2024 | |
| Albany College Of Pharmacy And Health Sciences 403(b) Plan Albany College Of Pharmacy And Health Sciences | 2024 | |
| Centrica Business Solutions Us, Inc. 401(k) Plan Centrica Business Solutions Us , Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Wojeski | Partner | Jan 2000 (27y) | 25% – 50% | |
| Michael R. Ruger | Partner | CFP | Sep 2007 (19y) | 25% – 50% |
| Robert Michael Mangold | Partner And Chief Compliance Officer | CFP | Jun 2021 (5y) | 10% – 25% |
| Bradley Scott Harkness | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust | Capital Region Orthopaedic Associates, P.C. | 384 | $66.8M | 05/01/2024 |
| Albany College Of Pharmacy And Health Sciences 403(b) Plan | Albany College Of Pharmacy And Health Sciences | 327 | $96.2M | 01/01/2024 |
| Centrica Business Solutions Us, Inc. 401(k) Plan | Centrica Business Solutions Us , Inc. | 259 | $22.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Performance-based fees
- • Other fees
- • REVIEW AND MONITORING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- National Financial Services (Fidelity) $392M (64% of AUM) Jan 2026
- Pershing $236M (58% of AUM) Nov 2024
- Empower Trust Co $85.8M (14% of AUM) Jan 2026
- Matrix Trust Company $75.1M (12% of AUM) Jan 2026
- Great West Trust Company, Llc $72.3M (18% of AUM) Nov 2024
- Reliance Trust Company $48.4M (8% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗