Firm profile

BOERUM HILL FINANCIAL ADVISORS LLC

BROOKLYN, NYCRD 288987Latest ADV January 22, 2026

Boerum Hill Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated January 22, 2026, reports $46M in regulatory assets under management, 1 employee, and 185 accounts.

Assets Under Management
$46M
Employees
1
Offices
--
Total Clients
87
Primary office
BROOKLYN, NY
236 LIVINGSTON ST, SUITE 15G, BROOKLYN, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJonathan P. Elks

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
80
2
HNWI
8.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$46Mas of January 22, 2026
Discretionary100.0%
$46M
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$46M
Total Accounts185
10Y AUM Change+$18M (+63.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee87:1
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.