# Niche Investment Advisors LLC

> Niche Investment Advisors LLC is a state-registered investment advisory firm in King of Prussia, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 311014
- Filed as: NICHE INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311014
- AdvisorCensus page: https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014

## Quick answers

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

**Where is Niche Investment Advisors LLC located?**
Niche Investment Advisors LLC's principal office is in King of Prussia, PA, according to its Form ADV.

**Is Niche Investment Advisors LLC registered with the SEC or a state?**
Niche Investment Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 311014.

**How much does Niche Investment Advisors LLC manage?**
Niche Investment Advisors LLC reports $48,128,182 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (62% discretionary).

**How have Niche Investment Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Niche Investment Advisors LLC: Regulatory assets under management: $25,238,000 in the October 2023 data and $48,128,182 in the October 2026 data, up 91%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Niche Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Does Niche Investment Advisors LLC 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/311014

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $48,128,182
- Discretionary: $30,023,141
- Non-discretionary: $18,105,041

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $13,281,815 |
| High net worth individuals | 21 | $16,741,226 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $6,245,559 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $11,859,582 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 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)
- [nichefinancial.com](https://nichefinancial.com)
- Facebook @nichefinancial.pa
- LinkedIn @a-richard-eglington-lutcf-msfs-b3308a94

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $25,238,000 | 2 | September 26, 2023 |
| October 2026 | $48,128,182 | 2 | February 9, 2026 |

Regulatory assets under management: $25,238,000 in the October 2023 data and $48,128,182 in the October 2026 data, up 91%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Niche Investment Advisors LLC (CRD 311014): Form ADV filing data as of October 2026.