SourcingSourcing

BROADHURST FINANCIAL ADVISORS, INC.

B53
CRD 132332·SEC 801-132869·WEST POINT, PA
AUM
$128.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$385K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROADHURST FINANCIAL ADVISORS, INC.
CRD
132332
SEC file #
801-132869
EIN
—
DBA names
—

Economics

AUM
$128.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$110.0M → $128.4M▲ +17%
Client mix
Individuals Other30
Individuals High Net Worth29

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
WEST POINT PA
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
broadhurstfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROADHURST, JEFFREY, BRUCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BROADHURST, JEFFREY, BRUCE
Solo Advisor Indicator
Yes
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
ok
Rdap Domain
BROADHURSTFINANCIAL.COM
Rdap Domain Creation Date
2004-04-13T03:55:52Z
Rdap Firm Age Years
22
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
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
139,385,000
Fdic Zip Branch Count
7
Fdic Zip Top Banks
Corestates Bank, National Association
National Penn Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
Corestates Bank, National AssociationUpper Gwynedd Township, PA
National Penn BankWest Point, PA
Fdic Zip HHI
6295.48
Fdic Zip Top Bank Share Pct
75.45
Fdic Zip Year
1997
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-13T03:55:52Z
Rdap Domain Last Changed
2026-02-18T22:02:25Z
Rdap Nameservers
Cp1.privatesystems.netCp2.privatesystems.netCp3.privatesystems.netCp4.privatesystems.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3267399
Trust Company Affiliate
No

People (1)

1
BROADHURST, JEFFREY, BRUCE
IAR · Direct Owner · 87.5%
3267399