AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Sharp Financial
Sharp Financial is an SEC-registered investment advisory firm in Horsham, PA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.
Quick answers
From the filingHow is Sharp Financial compensated?
On its Form ADV (Item 5.E, October 2026), Sharp Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Sharp Financial located?
Sharp Financial's principal office is in Horsham, PA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).
Is Sharp Financial registered with the SEC or a state?
Sharp Financial is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289325.
How much does Sharp Financial manage?
Sharp Financial reports $502,122,573 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (59% discretionary).
How have Sharp Financial's assets and staff changed since 2021?
In the Form ADV data for Sharp Financial: Regulatory assets under management: $132,068,924 in the October 2021 data and $502,122,573 in the October 2026 data, up 280%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sharp Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (68); corporations or other businesses not listed above (11).
Which custodians does Sharp Financial use?
Sharp Financial'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.
Does Sharp Financial 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/289325
Does Sharp Financial state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Sharp Financial generally requires a minimum household size for establishing a relationship of $ 1,000,000 to effectively implement its investment process. The minimum household size may be waived at the sole discretion of the Advisor."
What changed in Sharp Financial's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Sharp Financial generally requires a minimum household size for establishing a relationship of $ 1,000,000 to effectively implement its investment process. The minimum household size may be waived at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$502,122,573 as of October 2026, filing dated September 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Legal name
- Sharp Wealth Advisory, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 8. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
6 other offices, as of the October 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $502,122,573 | 8 | September 8, 2026 |
| October 2025 | $391,897,821 | 8 | March 18, 2025 |
| October 2024 | $304,724,354 | 8 | July 23, 2024 |
| October 2023 | $254,905,406 | 7 | March 30, 2023 |
| October 2022 | $147,456,642 | 9 | March 30, 2022 |
| October 2021 | $132,068,924 | 7 | March 25, 2021 |
Regulatory assets under management: $132,068,924 in the October 2021 data and $502,122,573 in the October 2026 data, up 280%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 6 to 5.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $391,897,821 to $502,122,573 (+28%).
- March 2026
- Registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sharp Financial (CRD 289325): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325