FIDENT FINANCIAL, LLC

FIDENT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 286510). Regulatory assets under management: $55.3M.

Registration

• CRD: 286510
• Type: Registered investment adviser
• Phone: (717) 208-2235
• Latest filing: 2026-06-11
• Regulatory AUM: $55.3M
• Discretionary AUM: $55.3M
• Clients: 1
• Accounts: 288

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286510 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search