# Neshaminy Creek Advisors

> Neshaminy Creek Advisors is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 291848
- Filed as: NESHAMINY CREEK ADVISORS
- Legal name: Neshaminy Creek Financial Advisory Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291848
- AdvisorCensus page: https://advisorcensus.com/firm/neshaminy-creek-advisors-291848

## Quick answers

**How is Neshaminy Creek Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Neshaminy Creek Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Neshaminy Creek Advisors registered with the SEC or a state?**
Neshaminy Creek Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291848.

**How much does Neshaminy Creek Advisors manage?**
Neshaminy Creek Advisors reports $21,869,973 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**What types of clients does Neshaminy Creek Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); charitable organizations (12); high net worth individuals (4).

**Does Neshaminy Creek Advisors 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/291848

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,869,973
- Discretionary: $20,939,138
- Non-discretionary: $930,835

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $12,789,489 |
| High net worth individuals | 4 | $3,241,466 |
| Charitable organizations | 12 | $5,696,511 |
| Corporations or other businesses not listed above | 1 | $142,507 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Neshaminy Creek Advisors (CRD 291848): Form ADV filing data as of October 2026.