# ENGLEBERT FINANCIAL ADVISERS, LLC

ENGLEBERT FINANCIAL ADVISERS, LLC of ALLENTOWN, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 300568
- Type: SEC-registered investment adviser
- SEC file number: 801-130503
- Location: 1275 GLENLIVET DRIVE, SUITE 335, ALLENTOWN, PA, 18106
- Phone: 484-350-3301
- Latest filing: 2026-06-18
- Regulatory AUM: $156.6M
- Discretionary AUM: $156.5M
- Non-discretionary AUM: $114K
- Clients: 3
- Accounts: 615

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jamie Lyn Englebert | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Christopher Paul Englebert | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | — |
| ENGLEBERT JAMIE LYN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| ENGLEBERT CHRISTOPHER PAUL | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-15 | regulatory | FROM IN OR ABOUT JUNE 2019 UNTIL MAY 2020, ENGLEBERT FINANCIAL ADVISORS, LLC, DUE TO AN ADMINISTRATIVE ERROR, EMPLOYED AN INVESTMENT ADVISER REPRESENTATIVE WHO WAS NOT REGISTERED AS AN INVESTMENT ADVISER REPRESENTATIVE IN PA PURSUANT TO THE PENNSYLVANIA SECURITIES ACT OF 1972. | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300568/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300568/similar
- Related entities: https://search.stillhousedata.com/firm/300568/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300568

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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.