# PF Advisors

> PF Advisors is an SEC-registered investment advisory firm in Chadds Ford, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 277156
- Filed as: PF ADVISORS
- Legal name: PF Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chadds Ford, PA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277156
- AdvisorCensus page: https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156

## Quick answers

**How is PF Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), PF Advisors 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 PF Advisors located?**
PF Advisors' principal office is in Chadds Ford, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is PF Advisors registered with the SEC or a state?**
PF Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 277156.

**How much does PF Advisors manage?**
PF Advisors reports $238,367,520 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**How have PF Advisors' assets and staff changed since 2021?**
In the Form ADV data for PF Advisors: Regulatory assets under management: $247,089,334 in the October 2021 data and $238,367,520 in the October 2026 data, down 4%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PF Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does PF Advisors report any disciplinary disclosures?**
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/277156

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $238,367,520
- Discretionary: $0
- Non-discretionary: $238,367,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $238,367,520 |

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

### 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.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chadds Ford, PA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $247,089,334 | 1 | March 1, 2021 |
| October 2022 | $243,879,441 | 1 | March 3, 2022 |
| October 2023 | $239,873,573 | 1 | March 27, 2023 |
| October 2024 | $240,313,023 | 1 | March 22, 2024 |
| October 2025 | $238,353,979 | 1 | March 12, 2025 |
| October 2026 | $238,367,520 | 1 | March 11, 2026 |

Regulatory assets under management: $247,089,334 in the October 2021 data and $238,367,520 in the October 2026 data, down 4%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PF Advisors (CRD 277156): Form ADV filing data as of October 2026.