Sharp Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Horsham, PA. Its latest Form ADV filing, dated March 18, 2026, reports $502M in regulatory assets under management, 9 employees, 7 offices, and 512 accounts.
Assets Under Management
$502M
Employees
9
Offices
7 offices
Total Clients
194
Primary office
HORSHAM, PA
100 TOURNAMENT DRIVE, SUITE 310, HORSHAM, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
110
2
HNWI
35.1%
68
3
Corporations
5.7%
11
4
Pension Plans
2.6%
5
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$502Mas of March 18, 2026
Discretionary58.7%
$295M
59% of total RAUM58.7%
Non-discretionary41.3%
$208M
41% of total RAUM41.3%
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$502M
Total Accounts512
10Y AUM Change+$502M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee22:1
10Y Employee Change+5 (+125.0%)
* 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.