Appomattox Advisory, Inc.
NEW YORK, NY
Form ADV and provider website profile · CRD 153731 · regulatory data as of Mar 27, 2026
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.
$426MTotal Firm AUM
$68MDiscretionary AUM
$357MNon-discretionary AUM
22Total accounts
16Discretionary accounts
6Non-discretionary accounts
Client Mix by Firm AUM
$426MFirm AUM
High-Net-Worth89.1%
Other Pooled Vehicles9.2%
Charities1.7%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth89.1%
14 clients$379M firm assets
Other Pooled Vehicles9.2%
7 clients$39M firm assets
Charities1.7%
1 clients$7M firm assets
Reported total22 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $379M | 14 | 89.1% |
| Other Pooled Vehicles | $39M | 7 | 9.2% |
| Charities | $7M | 1 | 1.7% |
| Reported total | $426M | 22 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…