# Hearthstone Financial Group

> Hearthstone Financial Group is a state-registered investment advisory firm in Ephrata, PA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 342648
- Filed as: HEARTHSTONE FINANCIAL GROUP
- Legal name: Hearthstone Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ephrata, PA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342648
- AdvisorCensus page: https://advisorcensus.com/firm/hearthstone-financial-group-ephrata-pa-342648

## Quick answers

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

**Where is Hearthstone Financial Group located?**
Hearthstone Financial Group's principal office is in Ephrata, PA, according to its Form ADV.

**Is Hearthstone Financial Group registered with the SEC or a state?**
Hearthstone Financial Group is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342648.

**How much does Hearthstone Financial Group manage?**
Hearthstone Financial Group reports $0 in regulatory assets under management in its Form ADV filing dated August 4, 2026.

**Does Hearthstone Financial Group 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/342648

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hearthstonefg.com
- Facebook @HearthstoneFG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hearthstone Financial Group (CRD 342648): Form ADV filing data as of October 2026.