ADIRONDACK CAPITAL ADVISORS, llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$354,759,069
Clients
460
Advisors
4
of 7 employees
About
Adirondack Capital Advisors serves individual investors (both non-high-net-worth and high-net-worth), retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary investment management, financial planning and counseling, retirement plan consulting, and advisory consulting. The firm also assists clients with selection of third-party money managers and offers model portfolios for retirement plan participants.
The firm follows a long-term, asset-allocation centered investment approach using fundamental analysis and a blend of actively managed and index-based mutual funds, ETFs, and individual securities, developing individualized investment policies and ongoing monitoring. Adirondack operates as a fee-only adviser that does not sell products, does not receive commissions or soft-dollar compensation, and generally does not charge separately for financial planning, with tax efficiency noted as not being the primary objective.
Noteworthy distinctions include managing a substantial asset base with a compact advisory team and an explicit ERISA fiduciary acknowledgement for retirement plan work; the firm also discloses that it may receive compensation for recommending third‑party money managers, which creates a potential conflict of interest. Adirondack routinely uses an institutional custody and brokerage platform that provides ancillary services to the firm, and it does not vote client proxies on their behalf.
Client services
Expertise
Fee options
Fixed fees for advisory consulting services based on hourly rate and projected hours
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000+: 0.50% annually
$250 - $400 per hour depending on complexity
Account minimum: $250,000 Fee-only: Fee-only investment adviser; no commissions or other remuneration received.
Main office
528 Plum Street, Suite 200
Syracuse NY 13204
Advisors at this office
4
Most active in
Florida · New York · North Carolina · Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher B
Series 66, Series 65
Syracuse, NY
ADIRONDACK CAPITAL ADVISORS, llc
Christopher Berg is a financial advisor with Adirondack Capital Advisors, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Adirondack Capital Advisors since 2018, following prior roles at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors provides investment management, financial planning, and retirement plan consulting to individual investors, trusts, charitable organizations, and business entities. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and securities, operating on a fee-only basis without commission or soft-dollar compensation.
James C
Series 65
Syracuse, NY
ADIRONDACK CAPITAL ADVISORS, llc
James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Americu Capital Management, LLC and Americu Credit Union. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, retirement plan consulting, and advisory services. The firm employs a long-term, asset-allocation focused investment approach combining actively managed and index-based funds, ETFs, and individual securities.
Rex M
Series 65
Syracuse, NY
ADIRONDACK CAPITAL ADVISORS, llc
Rex Mahoney is a financial advisor with Adirondack Capital Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. He previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors in 2022. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.
Patrick D
PFS™, Series 63, Series 65
Syracuse, NY
ADIRONDACK CAPITAL ADVISORS, llc
Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, focusing on long-term, asset-allocation-driven investment strategies. The firm integrates financial planning with discretionary portfolio management, emphasizing diversification and tax efficiency.
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