| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 04/22/2022 |
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| ADV Location | LANCASTER, PA, United States |
| Contact Info | 717 xxxxxxx |
| AUM* | 159,301,674 26% |
| of that, discretionary | 151,263,255 27% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 714,357 22% |
| % High Net Worth | 77.78% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
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 M. KRAUS & COMPANY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM559.3m | #Funds- | |
| Adviser SPECTRUM WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser 17 CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM246.4m | #Funds- | |
| Adviser GREAT POINT WEALTH ADVISORS, LLC | Hedge Fund3.2m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV3.2m | AUM725.8m | #Funds1 | |
| Adviser SANTA FE ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM116.1m | #Funds- | |
| Adviser WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM342.1m | #Funds- | |
| Adviser PROVIDENT FINANCIAL PLANNING, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM174.2m | #Funds- | |
| Adviser BEACON FINANCIAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM228.0m | #Funds- | |
| Adviser JUNCTURE WEALTH STRATEGIES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM473.6m | #Funds- | |
| Adviser ROUNDVIEW CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.1b | #Funds- |