EBERSOLE FINANCIAL LLC

EBERSOLE FINANCIAL LLC is an SEC-registered investment adviser (CRD 171009). Regulatory assets under management: $78.2M.

Registration

• CRD: 171009
• Type: Registered investment adviser
• Phone: 781-235-1111
• Latest filing: 2026-03-15
• Regulatory AUM: $78.2M
• Discretionary AUM: $70.4M
• Non-discretionary AUM: $7.8M
• Clients: 1
• Accounts: 127

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171009 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search