CHADDS FORD, PACRD 277156Latest ADV March 11, 2026
Pf Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 11, 2026, reports $238M in regulatory assets under management, 1 employee, 1 office, and 8 accounts.
Assets Under Management
$238M
Employees
1
Offices
1 office
Total Clients
<5
Primary office
CHADDS FORD, PA
225 WILMINGTON-WEST CHESTER PIKE, SUITE 200, CHADDS FORD, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$238M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$238M
Total Accounts8
10Y AUM Change$-62M (-20.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
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.