# Boerum Hill Financial Advisors LLC

> Boerum Hill Financial Advisors LLC is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 288987
- Filed as: BOERUM HILL FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288987
- AdvisorCensus page: https://advisorcensus.com/firm/boerum-hill-financial-advisors-llc-brooklyn-ny-288987

## Quick answers

**How is Boerum Hill Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Boerum Hill Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Boerum Hill Financial Advisors LLC charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Asset-based fee: 0.5% to 1.3% a year (a range, as the brochure states it); Hourly rate: $175 to $300 an hour (Financial Planning Services); Subscription: up to $12,000 a year (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Boerum Hill Financial Advisors LLC located?**
Boerum Hill Financial Advisors LLC's principal office is in Brooklyn, NY, according to its Form ADV.

**Is Boerum Hill Financial Advisors LLC registered with the SEC or a state?**
Boerum Hill Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 288987.

**How much does Boerum Hill Financial Advisors LLC manage?**
Boerum Hill Financial Advisors LLC reports $46,384,647 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have Boerum Hill Financial Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Boerum Hill Financial Advisors LLC: Regulatory assets under management: $28,330,272 in the October 2024 data and $46,384,647 in the October 2026 data, up 64%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boerum Hill Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (7).

**Which custodians does Boerum Hill Financial Advisors LLC use?**
Boerum Hill Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Boerum Hill Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288987

**Does Boerum Hill Financial Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 22, 2026 says: "Boerum Hill generally does not impose a minimum size for establishing a relationship, however certain Independent Managers may impose a minimum fee."

**What changed in Boerum Hill Financial Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $37,018,205 to $46,384,647 (+25%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Asset-based fee: 0.5% to 1.3% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 1.30% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: None

> Boerum Hill generally does not impose a minimum size for establishing a relationship, however certain Independent Managers may impose a minimum fee.

- Hourly rate: $175 to $300 an hour (Financial Planning Services)

> Financial Planning Services Boerum Hill offers financial planning services either on an hourly or fixed fee basis, or on an annual retainer basis. Hourly fees range from $175 to $300 per hour.

- Subscription: up to $12,000 a year (Financial Planning Services)

> Fixed fees are based on the expected number of hours. Annual fees range up to $12,000. Fees may be negotiable based on the nature and complexity of the services to be provided

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $46,384,647
- Discretionary: $46,384,647
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $11,599,454 |
| High net worth individuals | 7 | $34,785,193 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boerumhillfa.com
- Facebook @boerumhillfa
- LinkedIn @boerum-hill-financial-advisors-llc
- X @BoerumHillFA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $28,330,272 | 1 | May 9, 2024 |
| October 2025 | $37,018,205 | 1 | March 13, 2025 |
| October 2026 | $46,384,647 | 1 | January 22, 2026 |

Regulatory assets under management: $28,330,272 in the October 2024 data and $46,384,647 in the October 2026 data, up 64%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $37,018,205 to $46,384,647 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boerum Hill Financial Advisors LLC (CRD 288987): Form ADV filing data as of October 2026.