AdvisorCensus / Financial advisors / New York / New York / Hartshorne Group, LLC
Hartshorne Group, LLC
Filed as HARTSHORNE GROUP, LLC · Legal name Cyborgwealth, LLC
Hartshorne Group, LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Hartshorne Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hartshorne Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hartshorne Group, LLC charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $250 to $500 an hour (Comprehensive Financial Planning); Flat fee: $500 to $5,000 (Financial Analysis of Specific Planning Topics); Hourly rate: $150 to $500 an hour (Financial Analysis of Specific Planning Topics). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hartshorne Group, LLC located?
Hartshorne Group, LLC's principal office is in Red Bank, NJ, according to its Form ADV.
Is Hartshorne Group, LLC registered with the SEC or a state?
Hartshorne Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150897.
How much does Hartshorne Group, LLC manage?
Hartshorne Group, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2026.
How have Hartshorne Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Hartshorne Group, LLC: Regulatory assets under management: $144,942,368 in the October 2024 data and $0 in the October 2026 data, down 100%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Hartshorne Group, LLC report any disciplinary disclosures?
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150897
What changed in Hartshorne Group, LLC's recent Form ADV filings?
In the April 2026 filing data: Changed its legal name from Hartshorne Group, LLC to Cyborgwealth, LLC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $250 to $500 an hour (Comprehensive Financial Planning)
The brochure's wording
CyWealth’s financial planning fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).
Flat fee: $500 to $5,000 (Financial Analysis of Specific Planning Topics)
The brochure's wording
Fixed fees generally range from $500 to $5,000 depending on the scope of the analysis and the number of topics covered. The client may also elect an hourly rate, which ranges from $150 to $500 per hour depending on the professional rendering the service.
Hourly rate: $150 to $500 an hour (Financial Analysis of Specific Planning Topics)
The brochure's wording
Fixed fees generally range from $500 to $5,000 depending on the scope of the analysis and the number of topics covered. The client may also elect an hourly rate, which ranges from $150 to $500 per hour depending on the professional rendering the service.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Cyborgwealth, LLC
- Also doing business as
- CYBORGWEALTH, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 5. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 114 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 5 | March 31, 2026 |
| October 2025 | $0 | 5 | May 30, 2025 |
| October 2024 | $144,942,368 | 6 | July 8, 2024 |
| October 2023 | Not reported | 5 | September 20, 2023 |
| October 2022 | Not reported | 6 | March 28, 2022 |
| October 2021 | Not reported | 3 | March 31, 2021 |
Regulatory assets under management: $144,942,368 in the October 2024 data and $0 in the October 2026 data, down 100%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Changed its legal name from Hartshorne Group, LLC to Cyborgwealth, LLC.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in AZ, CA, CO, FL, NC, NH, NY, PA, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hartshorne Group, LLC (CRD 150897): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hartshorne-group-llc-red-bank-nj-150897