Aldemar Research Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,621,812
Clients
75
Advisors
2
across 2 offices
About
Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, creating individual Investment Policy Statements and ongoing monitoring. The firm typically advises on mutual funds, equities, fixed income, exchange‑traded funds (including precious‑metals ETFs), TIPS and non‑U.S. securities.
The firm implements a long‑term trading approach and offers both discretionary and non‑discretionary services, with quarterly reviews and reports delivered by custodians. Investment decisions draw on a mix of methods—fundamental, technical and charting analysis, quantitative models, and modern portfolio theory—to set asset allocation and select securities in line with documented risk tolerance.
Noteworthy for a firm of its size, a principal maintains outside insurance and broker‑dealer relationships and the firm discloses that supervised persons may receive commissions or other third‑party compensation for product sales, which the firm documents as potential conflicts of interest. The firm manages client assets in‑house (does not select third‑party sub‑advisers), does not participate in wrap fee programs, and may receive research or other soft‑dollar benefits while recommending custodians such as Interactive Brokers, Schwab Institutional and COR Clearing.
Client services
Expertise
Fee options
Fixed fees for financial planning between $50 and $1,000, charged in arrears upon completion.
$25,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - And Up: 0.75%
Supervised persons may accept commissions for the sale of securities and other products; commissions are not ARC's primary source of compensation; advisory fees are reduced to offset commissions.
Between $50 and $150 per hour, charged in arrears upon completion.
Main office
See officeFayetteville NY
Advisors at this office
1
Offices (2)
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
William P
Series 63, Series 65
Fayetteville, NY
Aldemar Research Corporation
William Pearlman is a financial advisor with Aldemar Research Corporation, holding Series 63 and Series 65 credentials and possessing 54 years of industry experience. He has worked with Aldemar Research Corporation since 2019 and has concurrent roles with National Asset Management and National Securities Corporation since 2016. Aldemar Research Corporation provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, quantitative, and modern portfolio theory methods to guide asset allocation and security selection.
Andrew G
Series 66
Fayetteville, NY
Aldemar Research Corporation
Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.
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