9AT: BORER DENTON & ASSOCIATES, INC.

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 02/07/2006
Other registrations (1)	Pennsylvania, Terminated, 03/03/2006
ADV Location	BLUE BELL, PA, United States
Contact Info	610 xxxxxxx

AUM^*	403,003,000 11%
of that, discretionary	365,734,000 15%
Number of Employees	4 -33%
of those in investment advisory functions	3 -25%
Private Fund GAV^*	0
Avg Account Size	1,831,832 3%
% High Net Worth	62.10% 3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name SANVILLE & COMPANY LLC	Filing Date01/14/2026	Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY LLC	Filing Date01/13/2025	Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY LLC	Filing Date12/28/2023	Form ADV-E View Report

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 BURTON ENRIGHT WELCH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser ATLANTIC WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM198.1m	#Funds-
Adviser SERVICE ACADEMY 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-	AUM734.0m	#Funds-
Adviser DRUM HILL CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM194.3m	#Funds-
Adviser SIGNATUREFD, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund279.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV279.2m	AUM9.7b	#Funds2
Adviser EVEREST PRIVATE WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM410.8m	#Funds-
Adviser TRANQUILITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM897.0m	#Funds-
Adviser LAKEWOOD ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM248.7m	#Funds-
Adviser CALLAN FAMILY OFFICE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.2b	#Funds-
Adviser FRANCIS FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM803.2m	#Funds-

Brochure Summary

Overview

Borer Denton & Associates, Inc. ("BDA" or the Firm) is a SEC-registered investment adviser with its principal place of business located in Pennsylvania. BDA began conducting business in 2005 and is principally owned by Edward Turner Borer, Chairman, and Albert Louis Denton, President & CEO. BDA offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous asset management of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on the client's particular circumstances are established, we develop the client's personal investment policy. We create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income),

as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Once the client's portfolio has been established, we review the portfolio quarterly, based on the client's individual needs. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• United States governmental securities Because some types of investments involve certain additional degrees of risk, they will only be implemented or recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. AMOUNT OF MANAGED ASSETS As of 12/31/2023, we were actively managing $318,469,000 of client assets on a discretionary basis plus $45,866,000 of client assets on a non-discretionary basis.

BORER DENTON & ASSOCIATES, INC.

BORER DENTON & ASSOCIATES, INC.

THE PHILADELPHIA CORPORATION

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

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Brochure Summary

Overview

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BORER DENTON & ASSOCIATES, INC. BORER DENTON & ASSOCIATES, INC. THE PHILADELPHIA CORPORATION

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

BORER DENTON & ASSOCIATES, INC.

BORER DENTON & ASSOCIATES, INC.

THE PHILADELPHIA CORPORATION