# HERGENROEDER FINANCIAL ADVISORS, INC.

HERGENROEDER FINANCIAL ADVISORS, INC. of TIMONIUM, MD is an SEC-registered investment adviser.

## Registration

- CRD: 121278
- Type: SEC-registered investment adviser
- SEC file number: 801-80882
- Location: 1954 GREENSPRING DRIVE, SUITE 230, TIMONIUM, MD, 21093
- Phone: 410-769-8262
- Latest filing: 2026-02-04
- Regulatory AUM: $304.5M
- Discretionary AUM: $304.5M
- Clients: 6
- Accounts: 624

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Rebecca Marie Hergenroeder | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Lisa Ann Hergenroeder | VICE PRESIDENT | — |
| HERGENROEDER REBECCA MARIE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HERGENROEDER LISA ANN | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121278/similar
- Related entities: https://search.stillhousedata.com/firm/121278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121278

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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.