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| Englebert Financial Advisers LLC
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|---|---|
| CRD # | 300568 |
| SEC # | 801-130503 |
| CIK # | 0002097035 |
| AUM | 156.6 M (2026-06-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 484-350-3301 |
| Address | 1275 Glenlivet Drive Allentown, PA 18106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 1.9 | ||
| DraftKings Inc | 1.5 | ||
| Johnson & Johnson | 1.3 | ||
| Air Products & Chemicals Inc /DE/ | 1.2 | ||
| Apple Inc | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Jfrog Ltd | 0.8 | ||
| Gallagher Arthur J & Co | 0.7 | ||
| Palo Alto Networks Inc | 0.6 | ||
| Wellpoint Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 56.2 |
| (b) Individuals (high net worth individuals) | 29 | 58.9 |
| (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 | 5 | 0.7 |
| (i) State or municipal government entities | 23 | 32.6 |
| (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 | 5 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 156.6 |
| By Discretionary | ||
| Discretionary | 614 | 156.5 |
| Non-Discretionary | 1 | 0.1 |
| Total | 615 | 156.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.6 | |
| Total | 615 | 156.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097035] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
Pinnacle Asset Management Group Corporation Inc
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|
Kaizen Retirement Plan Advisors LLC
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|
155.9 M | |
|
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|
PA | 155.4 M |