ENGLEBERT FINANCIAL ADVISERS, LLC

CRD 300568File 801-130503

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$156.6M

Bottom 25% of cohort (national)

Discretionary AUM

$156.5M

Non-discretionary $114K

Clients

297

615 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 18, 2024
Principal office: 1275 GLENLIVET DRIVE, SUITE 335, ALLENTOWN, PA, 18106
Phone: 484-350-3301
Website: https://twitter.com/CEnglebertRIA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $156.6M
Discretionary AUM: $156.5M
Non-discretionary AUM: $114K
Discretionary accounts: 614
Non-discretionary accounts: 1
Total accounts: 615
AUM per client: $527K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$8.2M
Charitable organizations	5	$718K
High net worth individuals	29	$58.9M
State or municipal government entities	23	$32.6M
Individuals (other than high net worth individuals)	235	$56.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
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

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.