Englebert Financial Advisers, LLC

RIASEC RegisteredEst. 2024

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$255K

Accounts

615

Employees

Advisory reps

Firm details

Headquarters: Allentown, Pennsylvania
CRD number: 300568
Registered since: June 18, 2024
Website: englebertfinancialadvisers.com
Custodians: CHARLES SCHWAB & CO., INC., NEWEDGE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI37.59%
Individuals35.88%
State / Municipal Government20.82%
Corporations / Businesses5.25%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Englebert Financial Advisers, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as an LLC owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm provides a mix of advisory services: comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Englebert identifies itself as an active ESG investor, indicating ESG considerations are incorporated into its investment process.