# Ebersole Financial LLC

> Ebersole Financial LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 171009
- Filed as: EBERSOLE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171009
- AdvisorCensus page: https://advisorcensus.com/firm/ebersole-financial-llc-171009

## Quick answers

**How is Ebersole Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ebersole Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ebersole Financial LLC registered with the SEC or a state?**
Ebersole Financial LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171009.

**How much does Ebersole Financial LLC manage?**
Ebersole Financial LLC reports $78,234,407 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (90% discretionary).

**What types of clients does Ebersole Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (14).

**Does Ebersole Financial LLC 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/171009

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,234,407
- Discretionary: $70,408,498
- Non-discretionary: $7,825,909

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,984,992 |
| High net worth individuals | 32 | $71,985,943 |
| Charitable organizations | Fewer than 5 | $263,472 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ebersolefinancial.com
- investopedia.com/ADVISOR-NETWORK/ADVISORS/55008/JAMIE-EBERSOLE-CFP-CFA
- Facebook @EbersoleFinancialLLC
- LinkedIn @JAMIEEBERSOLE
- X @EBERSOLEJAMIE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ebersole Financial LLC (CRD 171009): Form ADV filing data as of October 2026.