Pf Advisors

1 registered advisors · 0 reported ETFs · $0 reported ETF value · $238.4M regulatory AUM

Pf Advisors is an investment adviser that files Form ADV with the SEC in Chadds Ford, PA, with 1 registered advisors, reporting $238.4M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-11 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$238.4MLowTop 68%
  • Clients per advisor1LowTop 96%
  • Average AUM per client$238.4MHighTop 14%
  • High-net-worth share of clients100.0%Very highTop 2.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-11. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2018-04-12
SEC file number
801-112817
Form version
10/2021
Latest Form ADV filing
2026-03-11
Address
225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA 19317, United States
Phone
6104704028

Size

People and clients

Items 5.A through 5.D.

Employees
1
Registered advisors
1
Offices
1
Clients
1
Clients per advisor
1
High-net-worth share of clients
100.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$238,367,520
Discretionary AUM
$0
Non-discretionary AUM
$238,367,520
Total accounts
8
Average AUM per client
$238,367,520

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals1 client
    $238.4M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses
Fee types
Compensation: Percentage of Assets Under Management

Source: SEC Form ADV filed by CRD 277156. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
225 Wilmington-West Chester PikeChadds FordPA1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.