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S.F. EHRLICH ASSOCIATES, INC.
CRD 121356File 801-113687
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.8M
Bottom 25% of cohort (national)
Discretionary AUM
$185.8M
Clients
117
385 accounts
Employees
2
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 26, 2018
- Principal office
- 15 ALDEN STREET, SUITE 12, CRANFORD, NJ, 07016
- Phone
- 908-789-1100
- Website
- HTTP://WWW.SFEHRLICH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.8M
- Discretionary AUM
- $185.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 385
- Non-discretionary accounts
- 0
- Total accounts
- 385
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $162.6M |
| Individuals (other than high net worth individuals) | 62 | $23.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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- Q11
- Q11D2
- Q11D4
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.