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BIONDO INVESTMENT ADVISORS LLC
CRD 130105File 801-62775
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.19B
Non-discretionary $99.6M
Clients
1,138
2,493 accounts
Employees
17
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 9, 2004
- Principal office
- 540 ROUTE 6 & 209, MILFORD, PA, 18337
- Phone
- 570-296-5525
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.19B
- Non-discretionary AUM
- $99.6M
- Discretionary accounts
- 1,493
- Non-discretionary accounts
- 1,000
- Total accounts
- 2,493
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $70.0M |
| Investment companies | 1 | $52.7M |
| Charitable organizations | 8 | $1.5M |
| High net worth individuals | 266 | $893.8M |
| Pension and profit sharing plans | 5 | $17.3M |
| State or municipal government entities | Fewer than 5 | $53.1M |
| Individuals (other than high net worth individuals) | 842 | $204.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,057 | 1,138 | increased by81 |
| Apr 1, 2026 | AUM | $1,106,420,953 | $1,292,588,047 | increased by$186,167,094 |
| Apr 1, 2026 | Accounts | 2,317 | 2,493 | increased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 823 | 1,057 | increased by234 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $864,445,158 | $1,106,420,953 | increased by$241,975,795 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,795 | 2,317 | increased by522 |
| Apr 1, 2022 | Clients | 748 | 823 | increased by75 |
| Apr 1, 2022 | AUM | $727,616,068 | $864,445,158 | increased by$136,829,090 |
| Apr 1, 2022 | Accounts | 1,649 | 1,795 | increased by146 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIONDO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIONDO INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.