Craig Julien
Armbruster Capital Management · Pittsford, New York
Craig Julien is a fee-only financial advisor at Armbruster Capital Management in Pittsford, New York. Armbruster Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Armbruster Capital Management |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.06B across 524 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7002648 |
| Exams passed | Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.acm401k.com |
How Craig's firm compares
- Armbruster Capital Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 524 accounts).
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Questions about Craig
Is Craig Julien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Armbruster Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Armbruster Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Craig Julien based?
Craig Julien is based in Pittsford, New York.
Is Craig Julien registered with the SEC?
Yes. Craig Julien is registered as an investment adviser representative in NY (CRD 7002648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Armbruster Capital Management manage?
Armbruster Capital Management reports $1.06B across 524 accounts in assets under management.
How do I contact Craig Julien?
Through Craig's website, www.acm401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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