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They include 27,446 individual clients, 553 high-net-worth individuals, and 223 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hornor, Townsend & Kent offer?","answer":"Hornor, Townsend & Kent provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hornor, Townsend & Kent charge?","answer":"Hornor, Townsend & Kent charges up to 1.50% for its Advisory Services with Third-Party Asset Managers. The brochure does not state whether the rate is annual.","source":"HTK ADVISORY SERVICES DISCLOSURE BROCHURE - ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hornor, Townsend & Kent use?","answer":"Hornor, Townsend & Kent’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $4.79B, Assetmark Trust Company (Phoenix, AZ), with $1.47B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1B. 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 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hornor, Townsend & Kent have?","answer":"Hornor, Townsend & Kent has 485 investment adviser representatives registered with state securities authorities, out of 485 employees, and 426 perform investment advisory functions. 464 employees are registered representatives of a broker-dealer and 427 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hornor, Townsend & Kent invest in?","answer":"At the end of its last fiscal year, Hornor, Townsend & Kent’s separately managed accounts held 49% exchange-traded equities, 48% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hornor, Townsend & Kent?","answer":"Hornor, Townsend & Kent’s direct owner is 1847 Financial LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hornor, Townsend & Kent get paid?","answer":"Hornor, Townsend & Kent is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hornor, Townsend & Kent?","answer":"Hornor, Townsend & Kent’s main office is at 161 Washington Street, Conshohocken, PA 19428. Its phone number is 215-957-7300. Its website is htk.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}