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VAN DER NOORD FINANCIAL ADVISORS, INC.

CRD 135556File 801-120664
APPROVED
Retail clients
Custody
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.0M
Bottom 25% of cohort (national)
Discretionary AUM
$148.7M
Non-discretionary $3.3M
Clients
126
372 accounts
Employees
4
Bottom 25% of cohort in SC

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
ARO
Registration date
Mar 31, 2021
Principal office
THE VILLAGE AT THORNBLADE, 420 THE PARKWAY, SUITE G2, GREER, SC, 29650
Phone
864-801-1977

Assets & accounts

ADV Item 5F
Total regulatory AUM
$152.0M
Discretionary AUM
$148.7M
Non-discretionary AUM
$3.3M
Discretionary accounts
371
Non-discretionary accounts
1
Total accounts
372
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$198K
High net worth individuals58$123.6M
Pension and profit sharing plansFewer than 5$3.3M
Individuals (other than high net worth individuals)68$24.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • 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

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.