← Directory
ADARE ASSET MANAGEMENT, LLC
CRD 152471File 801-124714
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$159.3M
Bottom 25% of cohort (national)
Discretionary AUM
$151.3M
Non-discretionary $8.0M
Clients
81
223 accounts
Employees
1
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 22, 2022
- Principal office
- 1853 WILLIAM PENN WAY, SUITE 14, LANCASTER, PA, 17601
- Phone
- 717-435-9386
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.3M
- Discretionary AUM
- $151.3M
- Non-discretionary AUM
- $8.0M
- Discretionary accounts
- 214
- Non-discretionary accounts
- 9
- Total accounts
- 223
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $6.3M |
| Insurance companies | Fewer than 5 | $3.9M |
| High net worth individuals | 63 | $144.6M |
| Individuals (other than high net worth individuals) | 11 | $4.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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.