SourcingSourcing

BORER DENTON & ASSOCIATES, INC.

A70
CRD 135729·SEC 801-66225·BLUE BELL, PA
AUM
$403.0M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BORER DENTON & ASSOCIATES, INC.
CRD
135729
SEC file #
801-66225
EIN
—
DBA names
—

Economics

AUM
$403.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$223.8M → $403.0M▲ +80%
Client mix
Individuals High Net Worth136
Individuals Other73
Charitable Organizations9

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
BLUE BELL PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DENTON, ALBERT, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DENTON, ALBERT, LOUIS
HARTUNG, KATHLEEN, DONNELLY
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1321620
Trust Company Affiliate
No

People (4)

4
DENTON, ALBERT, LOUIS
IAR · Direct Owner · 87.5%
1321620
KATHLEEN DONNELLY HARTUNG
Direct Owner · 17.5%
2083970
FREDERICK AUGUST BLUEFELD
Executive Officer · 2.5%
1077653
EDWARD TURNER BORER
IAR
26171