{
  "crd_number": 333732,
  "slug": "henderson-brothers-financial-partners-llc-pittsburgh-pa-333732",
  "primary_business_name": "HENDERSON BROTHERS FINANCIAL PARTNERS LLC",
  "legal_name": "HENDERSON BROTHERS FINANCIAL PARTNERS LLC",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-10",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 406803000.0,
  "raum_discretionary": 406803000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 30,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 568000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 146403000.0,
      "count": 702
    },
    "pension_profit_sharing": {
      "raum": 194000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 258284000.0,
      "count": 342
    },
    "corporations_other_businesses": {
      "raum": 1354000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "WV"
  ],
  "websites": [
    "https://hbfp1893.com",
    "https://hendersonbrothersfinancialpartners.com",
    "https://linkedin.com/company/hbfinancialpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333732",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/henderson-brothers-financial-partners-llc-pittsburgh-pa-333732",
  "display_name": "Henderson Brothers Financial Partners LLC",
  "summary": "Henderson Brothers Financial Partners LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Henderson Brothers Financial Partners LLC (CRD 333732): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Henderson Brothers Financial Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Henderson Brothers Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Henderson Brothers Financial Partners LLC located?",
      "a": "Henderson Brothers Financial Partners LLC's principal office is in Pittsburgh, PA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Henderson Brothers Financial Partners LLC registered with the SEC or a state?",
      "a": "Henderson Brothers Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333732."
    },
    {
      "q": "How much does Henderson Brothers Financial Partners LLC manage?",
      "a": "Henderson Brothers Financial Partners LLC reports $406,803,000 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Henderson Brothers Financial Partners LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Henderson Brothers Financial Partners LLC: Regulatory assets under management: $327,345,953 in the October 2025 data and $406,803,000 in the October 2026 data, up 24%. Total employees: 26 in October 2025 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Henderson Brothers Financial Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (702); high net worth individuals (342)."
    },
    {
      "q": "Which custodians does Henderson Brothers Financial Partners LLC use?",
      "a": "Henderson Brothers Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Henderson Brothers Financial Partners LLC 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/333732"
    },
    {
      "q": "What changed in Henderson Brothers Financial Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 22 to 19. Regulatory assets under management went from $327,345,953 to $406,803,000 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 327345953.0,
      "total_employees": 26,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 406803000.0,
      "total_employees": 30,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 19.",
        "Regulatory assets under management went from $327,345,953 to $406,803,000 (+24%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NE.",
        "No longer registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "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/henderson-brothers-financial-partners-llc-pittsburgh-pa-333732.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 702,
      "fewer_than_5": false,
      "raum": 146403000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 342,
      "fewer_than_5": false,
      "raum": 258284000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 194000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 568000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1354000.0
    }
  ],
  "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/333732",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}