Hergenroeder Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Timonium, MD. Its latest Form ADV filing, dated February 4, 2026, reports $305M in regulatory assets under management, 6 employees, and 624 accounts.
Assets Under Management
$305M
Employees
6
Offices
--
Total Clients
421
Primary office
TIMONIUM, MD
1954 GREENSPRING DRIVE, SUITE 230, TIMONIUM, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
323
2
HNWI
23.3%
98
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of February 4, 2026
Discretionary100.0%
$305M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$305M
Total Accounts624
10Y AUM Change+$149M (+96.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee70:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.