# Mangolds Investment Advisors Inc.

> Mangolds Investment Advisors Inc. is a state-registered investment advisory firm in Lancaster, PA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 307437
- Filed as: MANGOLDS INVESTMENT ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307437
- AdvisorCensus page: https://advisorcensus.com/firm/mangolds-investment-advisors-inc-lancaster-pa-307437

## Quick answers

**How is Mangolds Investment Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mangolds Investment Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Mangolds Investment Advisors Inc. located?**
Mangolds Investment Advisors Inc.'s principal office is in Lancaster, PA, according to its Form ADV.

**Is Mangolds Investment Advisors Inc. registered with the SEC or a state?**
Mangolds Investment Advisors Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307437.

**How much does Mangolds Investment Advisors Inc. manage?**
Mangolds Investment Advisors Inc. reports $65,432,681 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Mangolds Investment Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (482); high net worth individuals (36).

**Does Mangolds Investment Advisors Inc. 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/307437

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,432,681
- Discretionary: $65,432,681
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 482 | $50,307,197 |
| High net worth individuals | 36 | $15,125,484 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mangoldsia.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mangolds Investment Advisors Inc. (CRD 307437): Form ADV filing data as of October 2026.