Broadhurst Financial Advisors, Inc.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 132332
- Registered since
- May 27, 2025
- Website
- www.broadhurstfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.04%
- Individuals6.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Broadhurst Financial Advisors, Inc. is a corporation operating as an independent registered investment adviser that began SEC registration in 2025. The firm is individually owned and focuses its work on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Broadhurst does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Jeffrey Broadhurst
CEO and Portfolio ManagerCRD 3267399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 1735 Spyglass Dr
- Time zone
- CT (UTC-6)
- Office locations
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