DREHER FINANCIAL PARTNERS

Legal name: H. S. DREHER CAPITAL MANAGEMENT, LLC

CRD 104537File 801-125002

APPROVED

Retail clients

Custody

Filing as of Feb 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.2M

Bottom 25% of cohort (national)

Discretionary AUM

$148.2M

Clients

184

496 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 17, 2022
Principal office: 275 SE BROAD STREET, SOUTHERN PINES, NC, 28387
Phone: 910 692-4330
Website: https://www.linkedin.com/in/tomvelevisdrehercapital/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.2M
Discretionary AUM: $148.2M
Non-discretionary AUM: $0
Discretionary accounts: 496
Non-discretionary accounts: 0
Total accounts: 496
AUM per client: $806K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$450K
High net worth individuals	36	$94.3M
Pension and profit sharing plans	Fewer than 5	$8.0M
Individuals (other than high net worth individuals)	142	$45.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.