Adirondack Capital Advisors, Llc
- Regulatory AUM
- $422M
- Discretionary
- $422M
- Clients
- 489
- Avg AUM / client
- $864K
- Accounts
- 1,163
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 290 | $110M | 26.1% |
| High net worth individuals | 170 | $245M | 57.9% |
| Pension and profit sharing plans | 29 | $64.3M | 15.2% |
| Charitable organizations | Fewer than 5 clients | $2.0M | 0.48% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.29% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick James Dooley | Chief Compliance Officer/Chief Executive Officer/Chief Investment Officer | Personal Financial Specialist | Feb 2020 (7y) | 50% – 75% |
| Christopher William Berg | Managing Member | Mar 2020 (6y) | 25% – 50% | |
| James Victor Campagna | Registered representative | Feb 2021 (5y) | ||
| Rex W Mahoney | Registered representative | Mar 2022 (4y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 906 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
- • Other fees
- • THIRD PARTY ADVISER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $357M (85% of AUM) Mar 2026
- Alerus Securities Corporation $19.7M (8% of AUM) Nov 2023
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: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗