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EHB FINANCIAL RESOURCES MANAGEMNT, INC.
Legal name: EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186File 801-123260
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.0M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $164.0M
Clients
90
90 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 23, 2022
- Principal office
- 211 WELSH POOL ROAD, SUITE 110, EXTON, PA, 19341
- Phone
- 610-594-2701
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $164.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 90
- Total accounts
- 90
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $125.0M |
| Individuals (other than high net worth individuals) | 55 | $39.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.