{
  "crd_number": 121356,
  "slug": "s-f-ehrlich-associates-inc-cranford-nj-121356",
  "primary_business_name": "S.F. EHRLICH ASSOCIATES, INC.",
  "legal_name": "S.F. EHRLICH ASSOCIATES, INC.",
  "dbas": [],
  "city": "Cranford",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 185778206.0,
  "raum_discretionary": 185778206.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23207246.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 162570960.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "DE",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/s.f.-ehrlich-associates-inc.?viewAsMember=true",
    "https://sfehrlich.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121356",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CRANFORD",
  "url": "https://advisorcensus.com/firm/s-f-ehrlich-associates-inc-cranford-nj-121356",
  "display_name": "S.F. Ehrlich Associates, Inc.",
  "summary": "S.F. Ehrlich Associates, Inc. is an SEC-registered investment advisory firm in Cranford, NJ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. S.F. Ehrlich Associates, Inc. (CRD 121356): 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"
  ],
  "quick_answers": [
    {
      "q": "How is S.F. Ehrlich Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), S.F. Ehrlich Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does S.F. Ehrlich Associates, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 19, 2026 states: Flat fee: $500 to $600 (consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is S.F. Ehrlich Associates, Inc. located?",
      "a": "S.F. Ehrlich Associates, Inc.'s principal office is in Cranford, NJ, according to its Form ADV."
    },
    {
      "q": "Is S.F. Ehrlich Associates, Inc. registered with the SEC or a state?",
      "a": "S.F. Ehrlich Associates, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 121356."
    },
    {
      "q": "How much does S.F. Ehrlich Associates, Inc. manage?",
      "a": "S.F. Ehrlich Associates, Inc. reports $185,778,206 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have S.F. Ehrlich Associates, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for S.F. Ehrlich Associates, Inc.: Regulatory assets under management: $134,219,000 in the October 2021 data and $185,778,206 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does S.F. Ehrlich Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (55)."
    },
    {
      "q": "Which custodians does S.F. Ehrlich Associates, Inc. use?",
      "a": "S.F. Ehrlich Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does S.F. Ehrlich Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121356"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 134219000.0,
      "total_employees": 2,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 153214338.0,
      "total_employees": 2,
      "filing_date": "2022-03-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 136251365.0,
      "total_employees": 2,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 150680447.0,
      "total_employees": 2,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 169527505.0,
      "total_employees": 2,
      "filing_date": "2025-02-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 185778206.0,
      "total_employees": 2,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $600 (consulting fees)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $600 (consulting fees)"
        ],
        "quotes": [
          "or between $500 and $ 600 on a fixed fee basis according to the terms and conditions of a consulting agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 600.0,
          "period": "one_time",
          "service": "consulting fees"
        }
      ]
    },
    "quotes": [
      "or between $500 and $ 600 on a fixed fee basis according to the terms and conditions of a consulting agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/s-f-ehrlich-associates-inc-cranford-nj-121356.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 23207246.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 162570960.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/121356",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}