Armbruster Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$898,245,209
Clients
462
Advisors
7
of 9 employees
About
Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, employer-sponsored retirement plans, trusts, charitable organizations, and other entities; the firm also acts as a sub-adviser for other registered investment advisers and broker/dealers. Financial planning is incorporated into client relationships without a separate fee, and account management is tailored to each client’s personal and tax circumstances.
The firm pursues long-term, buy-and-hold portfolios implemented primarily with broadly diversified, index-based ETFs and mutual funds, and it supplements core exposures with quantitative factor tilts (size, value, momentum) and selected alternative investments — including real estate, commodities, currencies, and reinsurance — when appropriate for a client’s objectives. ACM rebalances to maintain target allocations, may accept in-kind transfers or hold individual bonds for tax or preference reasons, and provides regular written performance reports and client statements.
Noteworthy distinctions include formal affiliations with other investment advisers (including participation in a referral program with another advisory firm and an active sub-advisory practice), which the firm discloses and says it manages by segregating operations and limiting information flow to address potential conflicts of interest. The firm also notes and documents the use of borrowing in client accounts in certain situations — for example, margin loans that can produce negative cash balances and affect billing — a practice that is less common among comparable team firms.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.60% annually >$3,000,000+: 0.40% annually
Fee-only: Fee-only arrangement with no commissions or referral fees.
Main office
1250 Pittsford Victor Road, Building 100, Suite 180
Pittsford NY 14534
Advisors at this office
7
Most active in
California · Florida · Massachusetts · New Hampshire · New York · North Carolina · 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 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.
Quick links
Advisors at this firm
Luca Z
CFA®
Pittsford, NY
Armbruster Capital Management, Inc.
Luca Zambito is a CFA® charterholder with three years of industry experience, currently serving at Armbruster Capital Management, Inc. since 2021. His prior experience includes roles at Citigroup and Landmark Wealth Management, as well as a period at Canisius College. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, and other entities. The firm emphasizes long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients' specific objectives.
Mark A
CFA®, Series 63
Pittsford, NY
Armbruster Capital Management, Inc.
Mark Armbruster is a CFA® charterholder with 13 years of industry experience. He is a portfolio manager at both Armbruster Capital Management, Inc. and Fischer Investment Group, where he participates in a joint client referral program. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios primarily using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ tax and personal circumstances.
Rudolph W
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Rudolph Warren is a financial advisor at Armbruster Capital Management, Inc. with 5 years of industry experience and holds a Series 65 designation. He has been with Armbruster Capital Management since 2013. Outside of advising, he is involved as a managing member of Rabbit Hutch Associates LLC, a real estate development company, and serves as treasurer for RTR Transportation Corp, a personal holdings company. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.
Tarryn R
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Tarryn Rozen is a financial advisor with Armbruster Capital Management, Inc. and holds a Series 65 credential. She has 8 years of industry experience and has worked at Armbruster Capital Management since 2015. Previously, she was involved with Camp Susquehannock Inc. for 10 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolio strategies using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to client objectives.
Christopher C
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Christopher Cebula is a Series 65-licensed financial advisor with Armbruster Capital Management, Inc., where he has worked since 2013. He has six years of industry experience and is based in Pittsford, NY. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm uses long-term, buy-and-hold portfolios with diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments.
Margaret B
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Margaret Broomfield is a financial advisor at Armbruster Capital Management, Inc. with a Series 65 designation and no prior industry experience. Before joining the firm, she worked at Paychex, Inc. and Bonadio Group. She is also involved with the Rochester Academy of Irish Dance. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios using diversified, index-based ETFs and mutual funds, supplemented by factor tilts and selected alternative investments tailored to clients’ objectives.
Craig J
Series 65
Pittsford, NY
Armbruster Capital Management, Inc.
Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Armbruster Capital since 2017, previously spending 17 years at EFPR Group. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on long-term, buy-and-hold strategies using diversified, index-based ETFs and mutual funds, augmented by quantitative factor tilts and selected alternative investments.
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