Broadhurst Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Point, PA. Its latest Form ADV filing, dated March 10, 2026, reports $128M in regulatory assets under management, 1 employee, and 259 accounts.
Assets Under Management
$128M
Employees
1
Offices
--
Total Clients
59
Primary office
WEST POINT, PA
1911 WEST POINT PIKE, SUITE 301, WEST POINT, PA, 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 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
30
2
HNWI
49.2%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of March 10, 2026
Discretionary100.0%
$128M
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$128M
Total Accounts259
10Y AUM Change+$18M (+16.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee59:1
10Y Employee Change0 (0.0%)
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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.