# Chestnut Investment Advisory

> Chestnut Investment Advisory is a state-registered investment advisory firm in Glenside, PA, registered since 1988, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 118582
- Filed as: CHESTNUT INVESTMENT ADVISORY
- Legal name: George Toth, CFP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glenside, PA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118582
- AdvisorCensus page: https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582

## Quick answers

**How is Chestnut Investment Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Chestnut Investment Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chestnut Investment Advisory located?**
Chestnut Investment Advisory's principal office is in Glenside, PA, according to its Form ADV.

**Is Chestnut Investment Advisory registered with the SEC or a state?**
Chestnut Investment Advisory is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 118582.

**How much does Chestnut Investment Advisory manage?**
Chestnut Investment Advisory reports $17,351,212 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does Chestnut Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (5).

**Does Chestnut Investment Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118582

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,351,212
- Discretionary: $0
- Non-discretionary: $17,351,212

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,661,772 |
| High net worth individuals | 5 | $12,689,440 |

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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- regardingyourmoney.com
- LinkedIn @402bethpike

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chestnut Investment Advisory (CRD 118582): Form ADV filing data as of October 2026.