Djpuff Advisors Group, Inc.
State-registered
Investment Adviser · Boutique (under $100M)
CRD 132754
· Camillus, NY
· WWW.DONPUFF.COM
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ADV data as of Feb 18, 2026
- Regulatory AUM
- $6.4M
- Discretionary
- $6.4M
- Clients
- 1
- Avg AUM / client
- $6.4M
- Accounts
- 1
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 1 | $6.4M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald John Puff | Registered representative | Feb 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • ASSET-BASED FEES
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Gwn Securities Inc. $6.4M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗