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ADIRONDACK CAPITAL ADVISORS, LLC

SEC Registered

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SYRACUSE, NYhttps://adirondackadvisors.com315-434-5597
Assets Under Management
$100M–$500M
Year Founded
2003
Employees
7
Office Locations
1 office
Total Accounts
1163

About the firm

Adirondack Capital Advisors, LLC is an independent employee-owned SEC registered investment advisor providing personalized financial planning and investment management services to individuals and employers. Since their founding in 2003, they have designed and delivered financial and retirement planning services and investment management services. They are fiduciaries, placing clients' interests at the core of each relationship with advice free of conflicts of interest.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Retirement PlanningInvestment ManagementFinancial PlanningFiduciaryFee-onlyRetirement Plan ConsultingEmployer Retirement PlansIndependent Advisory

Services

Personalized financial planning and investment management services for individuals, and retirement plan consulting services for employers, offered on a fee-only fiduciary basis.

Who they serve

Individuals seeking retirement planning and investment management, and employers seeking retirement plan consulting services.

Client segmentClientsAssets managed
Individuals (Non-HNW)290$110M
High Net Worth Individuals170$245M
Charitable Organizations29$64M

0 total clients reported on Form ADV.

Leadership

Christopher William Berg
MANAGING MEMBER
Patrick James Dooley
CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER

Office locations

1 office in 1 state
NY
SYRACUSEHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#133305
SEC Number
801-115148
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $250,000 (waivable)
Asset tierAnnual rate
First $1 Million1.00%
Next $2 Million0.75%
Over $3 Million0.50%

Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADIRONDACK CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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