{
  "crd_number": 135729,
  "slug": "borer-denton-and-associates-inc-blue-bell-pa-135729",
  "primary_business_name": "BORER DENTON & ASSOCIATES, INC.",
  "legal_name": "BORER DENTON & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Blue Bell",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-02-07",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 403003000.0,
  "raum_discretionary": 365734000.0,
  "raum_non_discretionary": 37269000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 59163000.0,
      "count": 9
    },
    "individuals": {
      "raum": 14832000.0,
      "count": 73
    },
    "pension_profit_sharing": {
      "raum": 2699000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 326309000.0,
      "count": 136
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ",
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135729",
  "city_as_filed": "BLUE BELL",
  "url": "https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729",
  "display_name": "Borer Denton & Associates, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Borer Denton & Associates, Inc. (CRD 135729): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Borer Denton & Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Borer Denton & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Borer Denton & Associates, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Borer Denton & Associates, Inc. located?",
      "a": "Borer Denton & Associates, Inc.'s principal office is in Blue Bell, PA, according to its Form ADV."
    },
    {
      "q": "Is Borer Denton & Associates, Inc. registered with the SEC or a state?",
      "a": "Borer Denton & Associates, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 135729."
    },
    {
      "q": "How much does Borer Denton & Associates, Inc. manage?",
      "a": "Borer Denton & Associates, Inc. reports $403,003,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (91% discretionary)."
    },
    {
      "q": "How have Borer Denton & Associates, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Borer Denton & Associates, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Borer Denton & Associates, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Borer Denton & Associates, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Borer Denton & Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 303637699.0,
      "total_employees": 6,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 356252577.0,
      "total_employees": 6,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 329898849.0,
      "total_employees": 6,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 364335474.0,
      "total_employees": 6,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 401270165.0,
      "total_employees": 6,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 403003000.0,
      "total_employees": 4,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "0.625%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 5000000.0,
          "rate_pct": 0.625
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 2500.0,
      "planning": []
    },
    "quotes": [
      "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",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 14832000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 136,
      "fewer_than_5": false,
      "raum": 326309000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2699000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 59163000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135729",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}