# HBK SORCE ADVISORY LLC

HBK SORCE ADVISORY LLC of ERIE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 112139
- Type: SEC-registered investment adviser
- SEC file number: 801-60424
- Location: 2725 COLONIAL AVE, ERIE, PA, 16506
- Phone: 814-836-5776
- Latest filing: 2026-02-17
- Regulatory AUM: $7.7B
- Discretionary AUM: $7.2B
- Non-discretionary AUM: $488.4M
- Clients: 109
- Accounts: 21,190

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (51)

_Showing 25 of 51 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael Gustave Wassmann | CHIEF COMPLIANCE OFFICER | — |
| Scott Allan Cross | MEMBER, CHIEF OPERATING OFFICER | — |
| Brian Scott Sommers | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Christopher Mark Allegretti | CHAIRMAN, MEMBER | — |
| Jeremy T Shelby | MEMBER | — |
| Dan E Baer | MEMBER | — |
| Raymond Dean Piccirillo | MEMBER | — |
| Richard Charles Morrow | MEMBER | — |
| Stephen Carl Schramm | MEMBER | — |
| Gerald William Hall | MEMBER | — |
| James Anthony Arcoraci | MEMBER | — |
| Steven Michael Rinn | MEMBER | — |
| David Darwish | MEMBER | — |
| Quinto Fabio Ambrosetti | MEMBER | — |
| Matthew James Costigan | MEMBER | — |
| Ryan Henry Furtwangler | MEMBER | — |
| William Francis Casey | MEMBER | — |
| Augustine Anton Repetto | MEMBER | — |
| Brian William Mallette | MEMBER | — |
| Thomas J Taranto | MEMBER | — |
| Brittany Lauren Taylor | MEMBER | — |
| Christopher James Hines | MEMBER | — |
| WILSON PHILLIP LYLE | PRESIDENT; PRESIDENT/CCO; TREASURER | — |
| ALLEGRETTI CHRISTOPHER MARK | CHAIRMAN; CHAIRMAN AND TREASURER; CHAIRMAN, MEMBER | — |
| SORCE CHRISTOPHER NEAL | MANAGING PRINCIPAL; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112139/similar
- Related entities: https://search.stillhousedata.com/firm/112139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112139

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.