SourcingSourcing

HERSHEY FINANCIAL ADVISERS, LLC

B56
CRD 149907·SEC 801-128090·LANCASTER, PA
AUM
$151.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$455K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HERSHEY FINANCIAL ADVISERS, LLC
CRD
149907
SEC file #
801-128090
EIN
233050504
DBA names
—

Economics

AUM
$151.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.3M → $151.7M▲ +9%
Client mix
Individuals Other475
Individuals High Net Worth24
Charitable Organizations4
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
LANCASTER PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
hersheyfinancialadvisers.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOLL, GREG, DEANNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOLL, GREG, DEANNE
BRIGHTBILL, NICHOLAS, RYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
HERSHEYFINANCIALADVISERS.COM
Rdap Domain Creation Date
2003-10-22T19:52:21Z
Rdap Firm Age Years
23
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 Cik
0002034214
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2024-08-19
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0002034214-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
120 NORTH POINTE BLVD SUITE 302LANCASTER, PA 17601
Business
120 NORTH POINTE BLVD SUITE 302LANCASTER, PA 17601
Edgar EIN
233050504
Edgar Recent Filings
13F-HR2026-05-06 · 0002034214-26-000002
13F-HR2026-02-18 · 0002034214-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-10-22T19:52:21Z
Rdap Domain Last Changed
2024-10-15T15:57:13Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4166371
Trust Company Affiliate
No

People (4)

4
BOLL, GREG, DEANNE
IAR · Direct Owner · 62.5%
4166371
BRIGHTBILL, NICHOLAS, RYAN
IAR · Direct Owner · 37.5%
5197623
MATTHEW DAWSON BERRY
IAR
6286952
GERARD FRANCIS CLUNAN
IAR
3154428