Erica Hamblen is a control person of Setarcos Wealth Advisors and directly owns under 5% of it. Erica Hamblen holds a Bachelor of Science in Business from the University of Maryland University College, a Master of Science in Applied Economics from Wright State University and a Master of Business Administration with a focus on Economics from Wright State University.
Setarcos Wealth Advisors is an investment adviser based in Philadelphia, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $112 million, as filed on 18 May 2026. Its fees, ownership and offices are on the firm’s profile.
Erica Hamblen is Operations Manager & CCO of Setarcos Wealth Advisors. She joined the firm in 2021. Over more than two decades, she has worked in roles including customer service, inside sales, office management and executive support.
- CRD
- 7875037
- Firm
- Setarcos Wealth Advisors · CRD 157930
- Role
- Chief Compliance Officer
- In role since
- February 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Philadelphia, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- setarcosllc.com
Where does Erica Hamblen work?
Erica Hamblen has been Chief Compliance Officer of Setarcos Wealth Advisors LLC since February 2024, and is a control person of the firm.
How can I verify Erica Hamblen’s record?
Erica Hamblen’s role is listed on Setarcos Wealth Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 157930.