AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Borer Denton & Associates, Inc.
Borer Denton & Associates, Inc.
Filed as BORER DENTON & ASSOCIATES, INC.
Borer Denton & Associates, Inc. is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Borer Denton & Associates, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Borer Denton & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Borer Denton & Associates, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $5,000,000: 0.625% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Borer Denton & Associates, Inc. located?
Borer Denton & Associates, Inc.'s principal office is in Blue Bell, PA, according to its Form ADV.
Is Borer Denton & Associates, Inc. registered with the SEC or a state?
Borer Denton & Associates, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 135729.
How much does Borer Denton & Associates, Inc. manage?
Borer Denton & Associates, Inc. reports $403,003,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (91% discretionary).
How have Borer Denton & Associates, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Borer Denton & Associates, Inc.: Regulatory assets under management: $303,637,699 in the October 2021 data and $403,003,000 in the October 2026 data, up 33%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Borer Denton & Associates, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (73); charitable organizations (9).
Which custodians does Borer Denton & Associates, Inc. use?
Borer Denton & Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Borer Denton & Associates, Inc. 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/135729
What changed in Borer Denton & Associates, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $5,000,000 | 0.625% |
| $5,000,000 to $10,000,000 | 0.5% |
| Above $10,000,000 | See the brochure |
The brochure's wording
The annualized fee for Portfolio Management Services is charged as a percentage of assets under management, according to the following schedule: Minimum Annual Charge $2,500 1.000% on the first $1,000,000 0.625% on the next $4,000,000 0.500% on the next $5,000,000
Minimum annual fee: $2,500
The brochure's wording
BDA does not impose a minimum account size, but imposes a minimum annual fee of $2,500.
Minimum fees may be waived at BDA’s sole discretion in consideration of, among other things, related accounts and anticipated future contributions.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$403,003,000 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $403,003,000 | 4 | March 27, 2026 |
| October 2025 | $401,270,165 | 6 | March 26, 2025 |
| October 2024 | $364,335,474 | 6 | March 25, 2024 |
| October 2023 | $329,898,849 | 6 | September 12, 2023 |
| October 2022 | $356,252,577 | 6 | March 31, 2022 |
| October 2021 | $303,637,699 | 6 | March 30, 2021 |
Regulatory assets under management: $303,637,699 in the October 2021 data and $403,003,000 in the October 2026 data, up 33%.
Total employees: 6 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 3.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Borer Denton & Associates, Inc. (CRD 135729): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729