ALLIANCE FINANCIAL

Legal name: FOX FINANCIAL, INC.

CRD 319679File 801-125698

APPROVED

Retail clients

Custody

Filing as of Jun 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$271.8M

Below cohort median (national)

Discretionary AUM

$271.8M

Clients

656

1,006 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: May 18, 2022
Principal office: 1105 BERKSHIRE BLVD. STE 120,, WYOMISSING, PA, 19610
Phone: 610-376-5981
Website: https://www.alliancefinancialofpa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $271.8M
Discretionary AUM: $271.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,006
Non-discretionary accounts: 0
Total accounts: 1,006
AUM per client: $414K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$153K
Charitable organizations	Fewer than 5	$143K
High net worth individuals	124	$124.0M
Pension and profit sharing plans	2	$8.2M
Individuals (other than high net worth individuals)	528	$139.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

This 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.