|
⚲
|
| Keyboard |
| Broadhurst Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 132332 |
| SEC # | 801-132869 |
| CIK # | |
| AUM | 128.4 M (2026-06-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 215-325-1595 |
| Address | 1735 Spyglass Drive Austin, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 8.9 |
| (b) Individuals (high net worth individuals) | 29 | 119.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 259 | 128.4 |
| By Discretionary | ||
| Discretionary | 259 | 128.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 128.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.4 | |
| Total | 259 | 128.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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Diccianni Financial Group Inc
✚
|
PA | 128.8 M |
|
Lord and Richards Wealth Management LLC
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|
Pasnau Investment Management Inc
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128.8 M | |
|
Hudson Heritage Capital Management Inc
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|
Banta Asset Management LP
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|
Berkeley Capital Management LLC
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|
Indfin LLC
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128.4 M | |
|
Pacifica Partners Capital Management Inc
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|
YDFS Inc
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|
128.1 M | |
|
The Marin Group Inc
✚
|
GA | 128.1 M |