# 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.

- CRD: 135729
- Filed as: BORER DENTON & ASSOCIATES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135729
- AdvisorCensus page: https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $403,003,000
- Discretionary: $365,734,000
- Non-discretionary: $37,269,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $14,832,000 |
| High net worth individuals | 136 | $326,309,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,699,000 |
| Charitable organizations | 9 | $59,163,000 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $303,637,699 | 6 | March 30, 2021 |
| October 2022 | $356,252,577 | 6 | March 31, 2022 |
| October 2023 | $329,898,849 | 6 | September 12, 2023 |
| October 2024 | $364,335,474 | 6 | March 25, 2024 |
| October 2025 | $401,270,165 | 6 | March 26, 2025 |
| October 2026 | $403,003,000 | 4 | March 27, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Borer Denton & Associates, Inc. (CRD 135729): Form ADV filing data as of October 2026.