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They include 82 individual clients, 55 high-net-worth individuals, and 4 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Philadelphia Investment Partners offer?","answer":"Philadelphia Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Philadelphia Investment Partners use?","answer":"Philadelphia Investment Partners’ separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $121M, Altruist Financial LLC (Culver City, CA), with $26.9M and Principal Custody Solutions (Minneapolis, MN), with $20.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Philadelphia Investment Partners have?","answer":"Philadelphia Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Philadelphia Investment Partners invest in?","answer":"At the end of its last fiscal year, Philadelphia Investment Partners’ separately managed accounts held 80% exchange-traded equities, 10% cash and equivalents, 5% U.S. government and agency bonds, 4% other and 1% derivatives. The 4% other category is described as: Warrants, Rights Offering, Annuities & Short-Term Corporate Notes.","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 Philadelphia Investment Partners?","answer":"Philadelphia Investment Partners’ direct owner is Peter Zeuli (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Philadelphia Investment Partners get paid?","answer":"Philadelphia Investment Partners is paid through a percentage of assets under management and performance-based fees. 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