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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 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Santori & Peters have?","answer":"Santori & Peters has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Santori & Peters invest in?","answer":"At the end of its last fiscal year, Santori & Peters’ separately managed accounts held 49% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities and 1% other. 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