ARMBRUSTER CAPITAL MANAGEMENT, INC.

HTTP://WWW.ARMBRUSTERCAPITAL.COM PITTSFORD, NY Investment Advisor How do I update this listing?

Armbruster Capital Management is based out of Pittsford. Armbruster Capital Management is a large advisory firm with 301 clients and discretionary assets under management (AUM) of $391,940,132 (Form ADV from 2019-03-24). Their last reported 13F filing for Q3 2019 included $241,047,000 in managed 13F securities and a top 10 holdings concentration of 68.06%. Armbruster Capital Management's largest holding is Invesco S&P 500 Pure Value ETF with shares held of 593,454. Armbruster Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $241.047 Million
  • Prior Market Value $238.413 Million
  • New Purchases6 stocks
  • Additional Purchases17 stocks
  • Sold out of3 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 68.06 %
  • Turnover % [1]:11.84%
  • Turnover Alt % [2]: 1.87 %
  • Time Held Top20:12.10 quarters
  • Time Held Top10:11.50 quarters
  • Time Held All:12.30 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.55%
Performance Last 4 Quarters: -4.4%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ARMBRUSTER CAPITAL MANAGEMENT, INC.
1250 PITTSFORD VICTOR ROAD BUILDING 100, SUITE 180
PITTSFORD NY    14534
Country: United States

Business Phone: 585-381-4180
Fax: 585-381-4197
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 4,603,780
Total Number of Clients: 301
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ARMBRUSTER CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-24
Name Title Start Date Direct/Indirect % Ownership
ARMBRUSTER, MARK, EDWARD PRESIDENT 08/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARMBRUSTER CAPITAL MANAGEMENT, INC. PRESIDENT direct 2009-08-01
FULREADER & KOMMA MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-12-01
WEALTHCFO LLC CHIEF INVESTMENT OFFICER direct 2000-02-01 2001-11-15
WEALTHCFO LLC CHIEF INVESTMENT OFFICER, MEMBER direct 2000-02-01 2003-12-15
ALESCO ADVISORS LLC CHIEF INVESTMENT OFFICER, MEMBER, MANAGER MEMBER,MANAGER MEMBER direct 2000-02-01 2005-09-07
ALESCO ADVISORS LLC CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2000-02-01 2008-04-14
FULREADER & KOMMA MANAGEMENT INC VICE PRESIDENT direct 2008-10-01 2010-01-12
FULREADER & KOMMA MANAGEMENT INC PRESIDENT direct 2008-10-01 2010-05-27
ARMBRUSTER CAPITAL MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2009-08-01 2014-03-26
CEBULA, CHRISTOPHER, MICHAEL CFO, CHIEF COMPLIANCE OFFICER 12/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARMBRUSTER CAPITAL MANAGEMENT, INC. CFO, CHIEF COMPLIANCE OFFICER direct 2013-12-01

ARMBRUSTER CAPITAL MANAGEMENT, INC.

ownership team - last updated 2017-03-19
Name Title Start Date Direct/Indirect % Ownership
ARMBRUSTER, MARK, EDWARD PRESIDENT 08/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARMBRUSTER CAPITAL MANAGEMENT, INC. PRESIDENT direct 2009-08-01
FULREADER & KOMMA MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-12-01
WEALTHCFO LLC CHIEF INVESTMENT OFFICER direct 2000-02-01 2001-11-15
WEALTHCFO LLC CHIEF INVESTMENT OFFICER, MEMBER direct 2000-02-01 2003-12-15
ALESCO ADVISORS LLC CHIEF INVESTMENT OFFICER, MEMBER, MANAGER MEMBER,MANAGER MEMBER direct 2000-02-01 2005-09-07
ALESCO ADVISORS LLC CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2000-02-01 2008-04-14
FULREADER & KOMMA MANAGEMENT INC VICE PRESIDENT direct 2008-10-01 2010-01-12
FULREADER & KOMMA MANAGEMENT INC PRESIDENT direct 2008-10-01 2010-05-27
ARMBRUSTER CAPITAL MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2009-08-01 2014-03-26
CEBULA, CHRISTOPHER, MICHAEL CFO, CHIEF COMPLIANCE OFFICER 12/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARMBRUSTER CAPITAL MANAGEMENT, INC. CFO, CHIEF COMPLIANCE OFFICER direct 2013-12-01

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