Englebert Financial Advisers, LLC
● SEC registered since 2024CRD 300568SEC# 801-130503Allentown, PA
Reg. AUM
$156.6M
Employees
3
Accounts
615
Location
Allentown, PA
Englebert Financial Advisers, LLC assets under management
Englebert Financial Advisers, LLC is an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2024. It reports $156.6 million in regulatory assets under management and employs 3 people.
Englebert Financial Advisers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Englebert Control | Founding Partner & Chief Investment Officer | 25-50% | 2019 |
| Jamie Lyn Englebert Control | President & Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Englebert Financial Advisers, LLC manage?
Englebert Financial Advisers, LLC reports $156.6 million in regulatory assets under management on its Form ADV.
How many employees does Englebert Financial Advisers, LLC have?
Englebert Financial Advisers, LLC reports 3 employees.
Where is Englebert Financial Advisers, LLC located?
Englebert Financial Advisers, LLC is based in Allentown, PA and has been SEC-registered since 2024.
Does Englebert Financial Advisers, LLC disclose fund performance?
Englebert Financial Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1275 Glenlivet Drive, Suite 335, Allentown, PA 18106 |
| Phone | 484-350-3301 |
| Fax | 610-514-5786 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2097035 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$156.6M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$156.6Mregulatory AUM
Discretionary $156.5MNon-discretionary $114K