EHB Financial Resources Management Inc

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EHB Financial Resources Management Inc
CRD #116186
SEC #801-123260
CIK #
AUM 164.0 M (2026-02-06)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone610-594-2701
Address211 Welsh Pool Road
Exton, PA 19341
Source [IAPD]
Total AUM ($M)
170136102683402002201020182027
Fees and Compensation — Form ADV Part 2A (1/28/2026) [Brochure]
Item-5

                         $0 - $1,000,000				                           1.00% Annually
                         Additional Assets over $1,000,000		            .50% Annually
                            All fees are billed on a quarterly basis based on the value of assets at the close of the last
                         business day of the quarter. All fees are billed in arrears. Fees are not negotiable. We will send
                         the client an invoice for the payment of our advisory fees. Our fees may be paid by check or
                         we can deduct our fees directly from the account through the qualified custodian holding your
                         funds and securities. Our fees will only be deducted directly from the account held by a qualified
                         custodian when the client has given our firm written authorization. The Firm sends the qualified
                         custodian written notice of the amount of the fee to be deducted from the client’s account.
                         The Firm sends a written invoice to the client itemizing the fee, including the formula used to
                         calculate the fee, the time period covered by the fee and the amount of assets under management
                         on which the fee was based. The qualified custodian will deliver an account statement to the
                         client at least quarterly. These account statements will show all disbursements from the account.
                         The client should review all statements for accuracy. We will receive a duplicate copy of the
                         account statements.

                           Clients may terminate the relationship with The Firm at any time.
                           The fees for Accounting Services are separate and apart from the Investment Supervisory
                        Services. These fees will be billed separate from the investment advisory fee.
Account Minimums and Types of Clients — Form ADV Part 2A (1/28/2026) [Brochure]
Item-7

                           EHB Financial Resources Management, Inc. provides portfolio management services to
                        individuals; pension and profit sharing plans; trusts, estates, or charitable organizations; and
                        corporations or business entities other than those previously listed.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 55 39.0
(b) Individuals (high net worth individuals) 35 125.0
(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 90 164.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 90 164.0
Total 90 164.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 164.0
Total 90 164.0
Firm Profile (Form ADV)
ServesRetail
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