Broadhurst Financial Advisors, Inc.

RIASEC RegisteredEst. 2025
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$496K
Accounts
259
Employees
1
Advisory reps
1

Firm details

Headquarters
Austin, Texas
CRD number
132332
Registered since
May 27, 2025
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jeffrey Broadhurst

    Jeffrey Broadhurst

    CEO and Portfolio ManagerCRD 3267399

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth