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HIRTLE & CO., LLC
CRD 105403File 801-32688
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$25.41B
Top 10% of cohort (national)
Discretionary AUM
$24.44B
Non-discretionary $968.0M
Clients
1,784
1,739 accounts
Employees
94
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 19, 1988
- Principal office
- 300 BARR HARBOR DRIVE, FIFTH FLOOR, WEST CONSHOHOCKEN, PA, 19428-2998
- Phone
- 610-828-7200
- Website
- HTTP://WWW.HIRTLE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.41B
- Discretionary AUM
- $24.44B
- Non-discretionary AUM
- $968.0M
- Discretionary accounts
- 1,726
- Non-discretionary accounts
- 13
- Total accounts
- 1,739
- AUM per client
- $14.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 132 | $1.84B |
| Insurance companies | 2 | $88.0M |
| Investment companies | 14 | $10.56B |
| Charitable organizations | 123 | $1.54B |
| High net worth individuals | 559 | $4.79B |
| Pooled investment vehicles | 38 | $5.43B |
| Pension and profit sharing plans | 21 | $227.5M |
| Individuals (other than high net worth individuals) | 895 | $232.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1791 | 1784 |
| 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.