PRAGMATIC ADVISORS, LLC

PRAGMATIC ADVISORS, LLC of HOMER, NY is an SEC-registered investment adviser (CRD 172481). Regulatory assets under management: $5.7M.

Registration

• CRD: 172481
• Type: Registered investment adviser
• Location: 70 S WEST ST, HOMER, NY, 13077
• Phone: (607) 749-6419
• Latest filing: 2026-02-03
• Regulatory AUM: $5.7M
• Discretionary AUM: $2.1M
• Non-discretionary AUM: $3.5M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172481 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search