{
  "crd_number": 146262,
  "slug": "glashofer-financial-advisors-146262",
  "primary_business_name": "GLASHOFER FINANCIAL ADVISORS",
  "legal_name": "PAUL J. GLASHOFER ENTERPRISES, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 284265000.0,
  "raum_discretionary": 269280000.0,
  "raum_non_discretionary": 14985000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1624000.0,
      "count": 6
    },
    "individuals": {
      "raum": 20458110.0,
      "count": 75
    },
    "insurance_companies": {
      "raum": 11434150.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 250748740.0,
      "count": 81
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146262",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/glashofer-financial-advisors-146262",
  "display_name": "Glashofer Financial Advisors",
  "summary": "Glashofer Financial Advisors is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Glashofer Financial Advisors (CRD 146262): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Glashofer Financial Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Glashofer Financial Advisors 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."
    },
    {
      "q": "Is Glashofer Financial Advisors registered with the SEC or a state?",
      "a": "Glashofer Financial Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146262."
    },
    {
      "q": "How much does Glashofer Financial Advisors manage?",
      "a": "Glashofer Financial Advisors reports $284,265,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (95% discretionary)."
    },
    {
      "q": "How have Glashofer Financial Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Glashofer Financial Advisors: Regulatory assets under management: $130,544,000 in the October 2021 data and $284,265,000 in the October 2026 data, up 118%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Glashofer Financial Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (75); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Glashofer Financial Advisors use?",
      "a": "Glashofer Financial Advisors' 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."
    },
    {
      "q": "Does Glashofer Financial Advisors report any disciplinary disclosures?",
      "a": "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/146262"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 130544000.0,
      "total_employees": 2,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 144676100.0,
      "total_employees": 2,
      "filing_date": "2022-06-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168059100.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203278000.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 281307481.0,
      "total_employees": 3,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 284265000.0,
      "total_employees": 3,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/glashofer-financial-advisors-146262.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 75,
      "fewer_than_5": false,
      "raum": 20458110.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 250748740.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1624000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 11434150.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146262",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}