# Amherst Financial Group, LLC

> Amherst Financial Group, LLC is a state-registered investment advisory firm in Amherst, NH, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317964
- Filed as: AMHERST FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Amherst, NH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317964
- AdvisorCensus page: https://advisorcensus.com/firm/amherst-financial-group-llc-amherst-nh-317964

## Quick answers

**How is Amherst Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Amherst Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Amherst Financial Group, LLC located?**
Amherst Financial Group, LLC's principal office is in Amherst, NH, according to its Form ADV.

**Is Amherst Financial Group, LLC registered with the SEC or a state?**
Amherst Financial Group, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317964.

**How much does Amherst Financial Group, LLC manage?**
Amherst Financial Group, LLC reports $53,730,259 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Amherst Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (76); corporations or other businesses not listed above (2).

**Does Amherst Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317964

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,730,259
- Discretionary: $53,730,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $22,224,249 |
| High net worth individuals | 76 | $31,284,121 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $221,889 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [amherstfinancialgroup.com](https://amherstfinancialgroup.com)
- LinkedIn @bobelliscfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amherst Financial Group, LLC (CRD 317964): Form ADV filing data as of October 2026.