AllStreet Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
AllStreet Financial reports 90 clients. They include 48 individual clients, 31 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($150M across 212 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 12% |
| High-net-worth individuals | 34% | 62% |
| Pension and profit-sharing plans | 12% | 21% |
| Charitable organizations | Fewer than 5 | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $17.4M | 11.6% | $362K |
| High-net-worth individuals | 31 | $93.3M | 62.3% | $3.01M |
| Pension and profit-sharing plans | 11 | $32.1M | 21.4% | $2.92M |
| Charitable organizations | Fewer than 5 | $6.89M | 4.6% | — |
| Corporations and other businesses | Fewer than 5 | $126K | 0.1% | — |
| Total | 90 | $150M | 100% | — |
- Clients
- 48
- Regulatory AUM
- $17.4M
- AUM share
- 11.6%
- Avg. per client
- $362K
- Clients
- 31
- Regulatory AUM
- $93.3M
- AUM share
- 62.3%
- Avg. per client
- $3.01M
- Clients
- 11
- Regulatory AUM
- $32.1M
- AUM share
- 21.4%
- Avg. per client
- $2.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.89M
- AUM share
- 4.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $126K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 90
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
AllStreet Financial charges 0.35%–1.25% a year for its Investment Advisory Services. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Hourly financial planning and consulting fees range from $125 to $250, negotiated case by case.
- Retirement Plan Services
- Retirement plan services are typically charged the standard advisory fee rate, with a minimum annual fee of $2,500 and a one-time $750 setup fee.
Evident Holding Company, LLC owns 75% or more of AllStreet Financial and is in turn owned by William Delaney (75% or more). It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Allstreet Financial, LLC
Evident Holding Company, LLC
Control person · since May 2016
- Owns 75% or more of Evident Holding Company, LLC
William Delaney
since May 2016
Richard Makowski
Managing member · since July 2026
Besides its headquarters, AllStreet Financial has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 302 French Street, ErieHQ
Other business names
AllStreet Financial has reported 1 other business name to the SEC.
- Evident Financial
Contact and registration details
- Legal name
- Allstreet Financial, LLC
- Headquarters
- 302 French Street, Erie, PA 16507
- Website
- evidentfinancial.com
- Phone
- 814-425-5182
- @evident-financial
- SEC file
- 801-136032
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
AllStreet Financial’s named custodian for separately managed accounts is Charles Schwab ($135M). AllStreet Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $135M100%
At year end, AllStreet Financial’s separately managed accounts were mostly in funds (84%).
What the accounts hold
- Stocks4%
- Funds84%
- Bonds7%
- Cash5%
How many clients does AllStreet Financial have?
AllStreet Financial has 90 clients and manages $150 million for them, as of August 2026. They include 48 individual clients, 31 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does AllStreet Financial offer?
AllStreet Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does AllStreet Financial charge?
AllStreet Financial charges 0.35%–1.25% a year for its Investment Advisory Services. The fee is negotiable.
Which custodians does AllStreet Financial use?
AllStreet Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does AllStreet Financial have?
AllStreet Financial has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AllStreet Financial invest in?
At the end of its last fiscal year, AllStreet Financial’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 5% cash and equivalents and 4% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AllStreet Financial?
AllStreet Financial is owned through a holding company by William Delaney. Its direct owner is Evident Holding Company, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does AllStreet Financial get paid?
AllStreet Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact AllStreet Financial?
AllStreet Financial’s main office is at 302 French Street, Erie, PA 16507. Its phone number is 814-425-5182. Its website is evidentfinancial.com.