{
  "crd_number": 289325,
  "slug": "sharp-financial-horsham-pa-289325",
  "primary_business_name": "SHARP FINANCIAL",
  "legal_name": "SHARP WEALTH ADVISORY, LLC",
  "dbas": [],
  "city": "Horsham",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-03",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 502122573.0,
  "raum_discretionary": 294615928.0,
  "raum_non_discretionary": 207506645.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 38920230.0,
      "count": 110
    },
    "pension_profit_sharing": {
      "raum": 8533876.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 31418703.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 417428850.0,
      "count": 68
    },
    "corporations_other_businesses": {
      "raum": 5820914.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/TheSharpFinancialGroup",
    "https://linkedin.com/company/sharp-financial",
    "https://sharpllc.com",
    "https://sharpllc.com/wealth",
    "https://sharpllc.com?redirectUrl=%2FP%2FSharp-Financial-Services-LLC",
    "https://x.com/SharpLLC",
    "https://youtube.com/@sharpfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289325",
  "city_as_filed": "HORSHAM",
  "url": "https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325",
  "display_name": "Sharp Financial",
  "summary": "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.",
  "citation": "AdvisorCensus. Sharp Financial (CRD 289325): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sharp Financial compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Sharp Financial located?",
      "a": "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)."
    },
    {
      "q": "Is Sharp Financial registered with the SEC or a state?",
      "a": "Sharp Financial is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289325."
    },
    {
      "q": "How much does Sharp Financial manage?",
      "a": "Sharp Financial reports $502,122,573 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (59% discretionary)."
    },
    {
      "q": "How have Sharp Financial's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Sharp Financial serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Sharp Financial use?",
      "a": "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."
    },
    {
      "q": "Does Sharp Financial report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Sharp Financial state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Sharp Financial's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132068924.0,
      "total_employees": 7,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 147456642.0,
      "total_employees": 9,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 254905406.0,
      "total_employees": 7,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 304724354.0,
      "total_employees": 8,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 391897821.0,
      "total_employees": 8,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 502122573.0,
      "total_employees": 8,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $391,897,821 to $502,122,573 (+28%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "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/sharp-financial-horsham-pa-289325.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 38920230.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 417428850.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 8533876.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 31418703.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5820914.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/289325",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}