Armbruster Capital Management, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $966M
- Clients
- 524
- Avg AUM / client
- $2.0M
- Accounts
- 524
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 205 | $79.9M | 7.58% |
| High net worth individuals | 257 | $818M | 77.6% |
| Pension and profit sharing plans | 30 | $89.7M | 8.5% |
| Charitable organizations | 22 | $55.5M | 5.26% |
| Corporations and other businesses | 10 | $11.7M | 1.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Monroe Medi Trans, Inc. Employee 401(k) Plan Monroe Medi Trans, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Michael Cebula | President | Jul 2019 (7y) | 10% – 25% | |
| Tarryn Denise Larson Rozen | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Mark Edward Armbruster | Ceo | CFA | Apr 2021 (5y) | 75% or more |
| Rudolph William Warren | Registered representative | May 2021 (5y) | ||
| Craig A Julien | Registered representative | May 2021 (5y) | ||
| Luca Charles Zambito | Registered representative | CFA | Apr 2023 (3y) |
Undisclosed: 0% – 15% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Monroe Medi Trans, Inc. Employee 401(k) Plan | Monroe Medi Trans, Inc. | 167 | $3.2M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 976 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $668M (63% of AUM) Jul 2026
- National Financial Services (Fidelity) $158M (18% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗