Broadhurst Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Broadhurst Financial Advisors reports 59 clients. They include 30 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($128M across 259 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 7% |
| High-net-worth individuals | 49% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $8.94M | 7.0% | $298K |
| High-net-worth individuals | 29 | $119M | 93.0% | $4.12M |
| Total | 59 | $128M | 100% | $2.18M |
- Clients
- 30
- Regulatory AUM
- $8.94M
- AUM share
- 7.0%
- Avg. per client
- $298K
- Clients
- 29
- Regulatory AUM
- $119M
- AUM share
- 93.0%
- Avg. per client
- $4.12M
Total
- Clients
- 59
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $2.18M
- 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
- 11–25
Broadhurst Financial Advisors charges 0.50%–1.25% a year for its Advisory fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2.5M | 1.00% |
| $2.5M–$5M | 0.80% |
| $5M–$10M | 0.70% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Alternative investment one-time fee
- One-time fee on alternative investment purchases: 5.00% of the first $1.0 million down to 1.00% above $10 million, negotiable.
- Hourly and project advice
- Infrequent advice is billed at $350 an hour; certain projects are quoted a fixed fee in advance, based on scope and complexity.
Jeffrey Broadhurst owns 75% or more of Broadhurst Financial Advisors. The leadership team of Broadhurst Financial Advisors includes President Jeffrey Broadhurst. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Broadhurst Financial Advisors, Inc.
Jeffrey Broadhurst
Control person · since June 2004
Broadhurst Financial Advisors’ regulatory assets grew from $110M (May 2025) to $128M (June 2026); clients rose from 47 to 59 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $128M | 59 | 1 | 1 |
| May 2025May 2025 | $110M | 47 | 1 | 1 |
Besides its headquarters, Broadhurst Financial Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1735 Spyglass Drive, Unit 110, AustinHQ
Contact and registration details
- Legal name
- Broadhurst Financial Advisors, Inc.
- Headquarters
- 1735 Spyglass Drive, Unit 110, Austin, TX 78746
- Website
- broadhurstfinancial.com
- Phone
- 215-325-1595
- SEC file
- 801-132869
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Broadhurst Financial Advisors’ named custodian for separately managed accounts is Altruist ($128M). Broadhurst Financial Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $128M100%
At year end, Broadhurst Financial Advisors’ separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Broadhurst Financial Advisors have?
Broadhurst Financial Advisors has 59 clients and manages $128 million for them, as of June 2026. They include 30 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Broadhurst Financial Advisors offer?
Broadhurst Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Broadhurst Financial Advisors charge?
Broadhurst Financial Advisors charges 0.50%–1.25% a year for its Advisory fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BROADHURST FINANCIAL ADVISORS, INC. FORM ADV, PART 2A. AND PART 2B., filed 17 June 2026
Which custodians does Broadhurst Financial Advisors use?
Broadhurst Financial Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $128M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026
How many financial advisors does Broadhurst Financial Advisors have?
Broadhurst Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Broadhurst Financial Advisors invest in?
At the end of its last fiscal year, Broadhurst Financial Advisors’ separately managed accounts held 100% 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 Broadhurst Financial Advisors?
Broadhurst Financial Advisors’ direct owner is Jeffrey Broadhurst (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Broadhurst Financial Advisors get paid?
Broadhurst Financial Advisors 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 Broadhurst Financial Advisors?
Broadhurst Financial Advisors’ main office is at 1735 Spyglass Drive, Unit 110, Austin, TX 78746. Its phone number is 215-325-1595. Its website is broadhurstfinancial.com.