BROADHURST FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 2025

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$496K

Accounts

259

Employees

Advisory reps

Firm details

Headquarters: WEST POINT, Pennsylvania
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

FINTRX

Overview

Broadhurst Financial Advisors, Inc. is an independent registered investment adviser serving individual and family clients with a compact, discretionary portfolio-management model. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and focuses its advisory practice on financial planning and portfolio management for individuals and small businesses. Filings show a clear allocation preference toward exchange-traded equities, and the firm does not identify as an active ESG investor. Broadhurst operates as an owner‑managed RIA and is SEC‑registered.