Sharp Financial

RIASEC RegisteredEst. 2017

Total AUM

$502M

Discretionary

$295M

59% of AUM

Avg account

$981K

Accounts

512

Employees

Advisory reps

Firm details

Headquarters: Horsham, Pennsylvania
CRD number: 289325
Registered since: October 3, 2017
Website: www.sharpllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.13%
Individuals7.75%
Other Investment Advisers6.26%
Pension & Profit Sharing Plans1.7%
Corporations / Businesses1.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sharp Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Sharp Financial operates as a capital allocator, using third-party managers alongside in-house advice. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and lists an industry affiliation with accounting professionals.