LANCASTER, PACRD 152471Latest ADV February 26, 2026
Adare Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated February 26, 2026, reports $159M in regulatory assets under management, 1 employee, and 223 accounts.
Assets Under Management
$159M
Employees
1
Offices
--
Total Clients
81
Primary office
LANCASTER, PA
1853 WILLIAM PENN WAY, SUITE 14, LANCASTER, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
63
2
Individuals
13.6%
11
3
Corporations
7.4%
6
4
Insurance Cos.
1.2%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 26, 2026
Discretionary95.0%
$151M
95% of total RAUM95.0%
Non-discretionary5.0%
$8M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts223
10Y AUM Change+$42M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee81:1
10Y Employee Change0 (0.0%)
* 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.