PF Advisors provides portfolio management for individuals and small businesses.
PF Advisors reports 1 client. They include 1 high-net-worth individual. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $238M across 8 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $238M | 100.0% | $238M |
| Total | 1 | $238M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $238M
- AUM share
- 100.0%
- Avg. per client
- $238M
Total
- Clients
- 1
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
PF Advisors charges 0.75%–1.00% a year for its Investment Management Fee Structure. The fee is billed in arrears and is negotiable.
Fee details and sources
Philip Fraley owns 75% or more of PF Advisors. The leadership team of PF Advisors includes President Philip Fraley. It has 1 employee.
Leadership
- Philip FraleyPresident & CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of PF Advisors, LLC
Philip Fraley
Control person · since June 2015
PF Advisors’ regulatory assets went from $247M (March 2021) to $238M (March 2026); clients were 1 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $238M | 1 | 1 | 2 |
| March 2025 | $238M | 1 | 1 | 2 |
| March 2024 | $240M | 1 | 1 | 2 |
| March 2023 | $240M | 1 | 1 | 2 |
| March 2022 | $244M | 1 | 1 | 2 |
| March 2021 | $247M | 1 | 1 | 2 |
Besides its headquarters, PF Advisors has 1 office, with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 225 Wilmington-West Chester Pike, Suite 200, Chadds FordHQ
- 225 Wilmington-West Chester Pike, Chadds Ford
Contact and registration details
- Legal name
- PF Advisors, LLC
- Headquarters
- 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA 19317
- Website
- Not reported
- Phone
- 610-470-4028
- SEC file
- 801-112817
- Structure
- Delaware LLC
- Fiscal year end
- December
PF Advisors does not have custody of client assets.
What the accounts hold
- Other100%
- Private placements100%
How many clients does PF Advisors have?
PF Advisors has 1 client and manages $238 million for them, as of March 2026. They include 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does PF Advisors offer?
PF Advisors provides 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 PF Advisors charge?
PF Advisors charges 0.75%–1.00% a year for its Investment Management Fee Structure. The fee is billed in arrears and is negotiable.
How many financial advisors does PF Advisors have?
PF 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 PF Advisors invest in?
At the end of its last fiscal year, PF Advisors’ separately managed accounts held 100% other. The 100% other category is described as: Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PF Advisors?
PF Advisors’ direct owner is Philip Fraley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does PF Advisors get paid?
PF Advisors is paid through a percentage of assets under management. 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 PF Advisors?
PF Advisors’ main office is at 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA 19317. Its phone number is 610-470-4028.