SourcingSourcing

FISCHER FINANCIAL SERVICES INC

B53
CRD 104616·SEC 801-31434·HARRISBURG, PA
AUM
$636.1M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FISCHER FINANCIAL SERVICES INC
CRD
104616
SEC file #
801-31434
EIN
232396611
DBA names
—

Economics

AUM
$636.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$259.2M → $636.1M▲ +145%
Client mix
Individuals Other455
Individuals High Net Worth154
Corporations6

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
HARRISBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/company/10624208(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FISCHER, FREDERICK, DALE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FISCHER, FREDERICK, DALE
ANGINO, WILLIAM, BRYANT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002064001
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-04-11
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002063364-26-000130

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
4431 NORTH FRONT STREETSTE. 105HARRISBURG, PA 17110
Business
4431 NORTH FRONT STREETSTE. 105HARRISBURG, PA 17110
Edgar EIN
232396611
Edgar Recent Filings
13F-HR2026-04-28 · 0002063364-26-000130
13F-HR2026-02-06 · 0002063364-26-000058
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1719088
Trust Company Affiliate
No

People (4)

4
FISCHER, FREDERICK, DALE
IAR · Direct Owner · 87.5%
1719088
ANGINO, WILLIAM, BRYANT
IAR · Executive Officer · 2.5%
4542712
BALDWIN, THOMAS, KENNETH
IAR · Executive Officer · 2.5%
5687092
Casey Kenneth McMillan
IAR
8211732