Hershey Financial Advisers, LLC
● SEC registered since 2023CRD 149907SEC# 801-128090Lancaster, PA
Reg. AUM
$151.7M
Employees
6
Accounts
946
Location
Lancaster, PA
Hershey Financial Advisers, LLC assets under management
Hershey Financial Advisers, LLC is a registered investment adviser overseen by the SEC based in Lancaster, PA. The firm has been registered since 2023. It reports $151.7 million in regulatory assets under management and employs 6 people.
Hershey Financial Advisers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Greg Deanne Boll Control | Chief Compliance Officer | 50-75% | 2013 |
| Nicholas Ryan Brightbill | Partner | 25-50% | 2020 |
Frequently asked questions
How much does Hershey Financial Advisers, LLC manage?
Hershey Financial Advisers, LLC reports $151.7 million in regulatory assets under management on its Form ADV.
How many employees does Hershey Financial Advisers, LLC have?
Hershey Financial Advisers, LLC reports 6 employees.
Where is Hershey Financial Advisers, LLC located?
Hershey Financial Advisers, LLC is based in Lancaster, PA and has been SEC-registered since 2023.
Does Hershey Financial Advisers, LLC disclose fund performance?
Hershey 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 | 120 North Pointe Blvd, Suite 300, Lancaster, PA 17601 |
| Phone | 717-295-8888 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$151.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$151.7Mregulatory AUM
Discretionary $150.4MNon-discretionary $1.3M