Englebert Financial Advisers, LLC

RIASEC Registered

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, owner-operated registered investment adviser that began SEC registration in 2024. The firm positions itself as a capital allocator for both individual and family clients as well as institutional relationships, offering a mix of investment management and financial planning. Its fee schedule includes asset-based fees, hourly charges, and fixed fees, and its advisory services extend to portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars or workshops. The firm identifies as an active ESG investor and incorporates those considerations into its approach. Englebert also functions as a selector of third-party managers, indicating it combines direct portfolio management with manager-of-managers activity.