HAVERFORD FINANCIAL SERVICES, INC.

CRD 130007File 801-62759

APPROVED

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$366.4M

Below cohort median (national)

Discretionary AUM

$366.4M

Clients

25 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Feb 12, 2004
Principal office: THREE RADNOR CORPORATE CENTER, SUITE 450, RADNOR, PA, 19087-4580
Phone: 610-995-8700
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $366.4M
Discretionary AUM: $366.4M
Non-discretionary AUM: $0
Discretionary accounts: 25
Non-discretionary accounts: 0
Total accounts: 25
AUM per client: $52.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.1M
Investment companies	1	$321.0M
Charitable organizations	6	$3.7M
State or municipal government entities	Fewer than 5	$20.5M
Individuals (other than high net worth individuals)	Fewer than 5	$4.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
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 11

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

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	18	7
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.