# EHB Financial Resources Managemnt, Inc.

> EHB Financial Resources Managemnt, Inc. is an SEC-registered investment advisory firm in Exton, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 116186
- Filed as: EHB FINANCIAL RESOURCES MANAGEMNT, INC.
- Legal name: EHB Financial Resources Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Exton, PA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116186
- AdvisorCensus page: https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186

## Quick answers

**How is EHB Financial Resources Managemnt, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), EHB Financial Resources Managemnt, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is EHB Financial Resources Managemnt, Inc. located?**
EHB Financial Resources Managemnt, Inc.'s principal office is in Exton, PA, according to its Form ADV.

**Is EHB Financial Resources Managemnt, Inc. registered with the SEC or a state?**
EHB Financial Resources Managemnt, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 116186.

**How much does EHB Financial Resources Managemnt, Inc. manage?**
EHB Financial Resources Managemnt, Inc. reports $164,000,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (0% discretionary).

**How have EHB Financial Resources Managemnt, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for EHB Financial Resources Managemnt, Inc.: Regulatory assets under management: $129,700,000 in the October 2022 data and $164,000,000 in the October 2026 data, up 26%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EHB Financial Resources Managemnt, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (35).

**Which custodians does EHB Financial Resources Managemnt, Inc. use?**
EHB Financial Resources Managemnt, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does EHB Financial Resources Managemnt, 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/116186

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $164,000,000
- Discretionary: $0
- Non-discretionary: $164,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $39,000,000 |
| High net worth individuals | 35 | $125,000,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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 2022 | $129,700,000 | 2 | February 2, 2022 |
| October 2023 | $124,400,000 | 2 | February 25, 2023 |
| October 2024 | $134,600,000 | 2 | January 23, 2024 |
| October 2025 | $152,000,000 | 2 | February 5, 2025 |
| October 2026 | $164,000,000 | 2 | February 6, 2026 |

Regulatory assets under management: $129,700,000 in the October 2022 data and $164,000,000 in the October 2026 data, up 26%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EHB Financial Resources Managemnt, Inc. (CRD 116186): Form ADV filing data as of October 2026.