| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 10/07/2019 |
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| ADV Location | YORK, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 370,874,878 78% |
| of that, discretionary | 360,667,420 80% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 224,909 54% |
| % High Net Worth | 9.66% 75% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM303.9m | #Funds- | |
| Adviser HOBART WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM558.2m | #Funds- | |
| Adviser VISTA INVESTMENT PARTNERS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM610.6m | #Funds- | |
| Adviser PIONEER WEALTH MANAGEMENT GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM399.2m | #Funds- | |
| Adviser RETIRABLE | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM301.0m | #Funds- | |
| Adviser ENVESTNET PMC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM614.9b | #Funds- | |
| Adviser SIMPLIFIED WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM225.5m | #Funds- | |
| Adviser NORTHWEST INVESTMENT COUNSELORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM534.0m | #Funds- | |
| Adviser G. DEWAYNE MCANALLY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM170.1m | #Funds- | |
| Adviser KANE FINANCIAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM75.2m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker33740F755 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$67,322,217 | % Position28.00% | $ Change | # Change |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$30,576,848 | % Position13.00% | $ Change | # Change |
| Stck Ticker46434V878 | Stock NameISHARES TR | $ Position$31,807,891 | % Position13.00% | $ Change | # Change |
| Stck Ticker464287721 | Stock NameISHARES TR | $ Position$18,982,979 | % Position8.00% | $ Change | # Change |
| Stck Ticker464287671 | Stock NameISHARES TR | $ Position$10,902,527 | % Position5.00% | $ Change | # Change |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$11,067,500 | % Position5.00% | $ Change | # Change |
| Stck Ticker33744U105 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$8,851,870 | % Position4.00% | $ Change | # Change |
| Stck Ticker26923G806 | Stock NameETFIS SER TR I | $ Position$6,170,118 | % Position3.00% | $ Change | # Change |
| Stck Ticker092528504 | Stock NameBLACKROCK ETF TRUST II | $ Position$8,322,838 | % Position3.00% | $ Change | # Change |
| Stck Ticker81369Y704 | Stock NameSELECT SECTOR SPDR TR | $ Position$6,989,162 | % Position3.00% | $ Change | # Change |