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| EHB Financial Resources Management Inc
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| CRD # | 116186 |
| SEC # | 801-123260 |
| CIK # | |
| AUM | 164.0 M (2026-02-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-594-2701 |
| Address | 211 Welsh Pool Road Exton, PA 19341 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| 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) | |
|---|---|
| Serves | Retail |
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