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Appomattox Advisory, Inc. logo

Appomattox Advisory, Inc.

NEW YORK, NY

Form ADV and provider website profile · CRD 153731 · regulatory data as of Mar 27, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Appomattox Advisory, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$426MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
22Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$68MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$357MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameAPPOMATTOX ADVISORY, INC

CRD number153731

Firm foundedNot reported

SEC registration dateJul 6, 2010

Employees6

Advisory professionals4

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

551 5TH AVE, 26TH FLOOR, NEW YORK, NY, 10176

212-895-3000

https://appomattox.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$426M

As of Mar 27, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth89.1%$379M
Other Pooled Vehicles9.2%$39M
Charities1.7%$7M

Percentages and AUM are shown from the same reported Form ADV client-type records.