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| Keyboard |
| Saperston Legacy Advisors Inc
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|---|---|
| CRD # | 105849 |
| SEC # | 801-121038 |
| CIK # | |
| AUM | 180.8 M (2026-03-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 716-649-9800 |
| Address | 172 Lake Street Hamburg, NY 14075 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 35.1 |
| (b) Individuals (high net worth individuals) | 134 | 142.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 180.8 |
| By Discretionary | ||
| Discretionary | 371 | 134.1 |
| Non-Discretionary | 65 | 46.7 |
| Total | 436 | 180.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.8 | |
| Total | 436 | 180.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
KS | 181.3 M |
|
Rutherford Asset Planning Inc
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FL | 181.3 M |
|
Private Client Asset Management Inc
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NY | 181.2 M |
|
Wax Asset Management LLC
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181.2 M | |
|
Chronos Capital Advisors LLC
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FL | 181.1 M |
|
Carry Advisors LLC
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|
NY | 180.9 M |
|
Integrity Capital Management LLC
✚
|
TN | 180.5 M |
|
Cyr Financial Inc
✚
|
IL | 180.5 M |
|
Roxbury Financial LLC
✚
|
NJ | 180.5 M |
|
Vera Lake Capital LLC
✚
|
MN | 180.4 M |