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Firm profile

Hergenroeder Financial Advisors, Inc..

TIMONIUM, MDCRD 121278Latest ADV February 4, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORebecca M. Hergenroeder

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.