HIRTLE &amp; CO., LLC

CRD

105403

SEC file #

801-32688

EIN

—

DBA names

—

Economics

AUM

$25.41B

AUM band

$1B+

AUM trajectory

'20 · $20.84B

'21 · $19.10B

'22 · $17.76B

'23 · $19.55B

'25 · $20.99B

'26 · $25.41B

'20'26

$20.84B → $25.41B▲ +22%

sec adv history

Client mix

Individuals Other	895
Individuals High Net Worth	559
Corporations	132
Charitable Organizations	123
Pooled Investment Vehicles	38

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 50 advisors

'21 · 50 advisors

'22 · 49 advisors

'23 · 53 advisors

'25 · 50 advisors

'26 · 48 advisors

'20'26

50 advisors → 48 advisors▼ -4%

sec adv history

Primary office

WEST CONSHOHOCKEN PA

Branches

—

Custodian & Brokerage

Primary custodian

BNY Mellonlow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

hirtle.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HIRTLE CALLAGHAN HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HIRTLE CALLAGHAN HOLDINGS, INC.

CONGER, TERENCE, BRADLEY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

HIRTLE.COM

Rdap Domain Creation Date

1999-07-07T08:02:14Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Bny Mellon	45
E*trade	4
U.s. Bank	2

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2035-07-07T08:02:14Z

Rdap Domain Last Changed

2026-04-17T00:18:00Z

Rdap Nameservers

Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

Yes

People (46)

WILSON, GARRETT, RODGERS

5378505

HIRTLE, JONATHAN, JACOB

1076063

CONGER, TERENCE, BRADLEY

2249677

MCEVOY, SUSAN, H.

5211449

HIRTLE, DEBORAH, JR

TRZEPACZ, GEOFFREY, ALLAN

7358167

6740094

TUTTLEMAN, STEVEN, MARC

EHTISHAM, SYED, UMAR FAISAL

7190549

5255031

EISNER, JAMIE, ROBERT

7041895

FORMARIZ, ALEXANDER