# Broadhurst Financial Advisors, Inc.

> Broadhurst Financial Advisors, Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 132332
- Filed as: BROADHURST FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132332
- AdvisorCensus page: https://advisorcensus.com/firm/broadhurst-financial-advisors-inc-austin-tx-132332

## Quick answers

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

**How much does Broadhurst Financial Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Hourly rate: $350 an hour (advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Broadhurst Financial Advisors, Inc. located?**
Broadhurst Financial Advisors, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is Broadhurst Financial Advisors, Inc. registered with the SEC or a state?**
Broadhurst Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 132332.

**How much does Broadhurst Financial Advisors, Inc. manage?**
Broadhurst Financial Advisors, Inc. reports $128,435,308 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Broadhurst Financial Advisors, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Broadhurst Financial Advisors, Inc.: Regulatory assets under management: $109,954,206 in the October 2025 data and $128,435,308 in the October 2026 data, up 17%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Broadhurst Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (29).

**Which custodians does Broadhurst Financial Advisors, Inc. use?**
Broadhurst Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Broadhurst Financial Advisors, 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/132332

**Does Broadhurst Financial Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "The suggested minimum account size is $3,000,000. In certain situations, this minimum is negotiable."

**What changed in Broadhurst Financial Advisors, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in MD, TX.

## 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 June 17, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> The suggested minimum account size is $3,000,000. In certain situations, this minimum is negotiable.

- Hourly rate: $350 an hour (advice)

> Infrequently, we may provide advice based on an hourly rate of $350 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial 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: $128,435,308
- Discretionary: $128,435,308
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $8,938,138 |
| High net worth individuals | 29 | $119,497,170 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- broadhurstfinancial.com
- LinkedIn @jeffbroadhurst

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,954,206 | 1 | May 6, 2025 |
| October 2026 | $128,435,308 | 1 | June 17, 2026 |

Regulatory assets under management: $109,954,206 in the October 2025 data and $128,435,308 in the October 2026 data, up 17%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in MD, TX.

### April 2026
- Regulatory assets under management went from $109,954,206 to $128,435,308 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broadhurst Financial Advisors, Inc. (CRD 132332): Form ADV filing data as of October 2026.