CRD: 300568
Englebert Financial Advisers, LLC
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- Custodian
- Charles Schwab & Company ยท Newedge Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-19-2019
- Office Locations
- 1
Office Locations
About Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC is an Allentown, PA RIA serving Pennsylvania police officers and their families, plus working professionals, retirees nearing retirement, and small business owners. The firm provides financial planning alongside portfolio construction and asset management, with focus on retirement, college funding, and business succession/exit planning. Co-owner/CIO Christopher Englebert began his career in 1984 using institutional managed accounts to place clients with professional money managers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMIE LYN ENGLEBERT
Chief Compliance Officer, President
- CRD
- #3046551
- Ownership
- 50% but less than 75%
CHRISTOPHER PAUL ENGLEBERT
Advisor, Chief Investment Officer, FOUNDING PARTNER
- CRD
- #1220085
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Andrew Gordon Gaines
Financial Advisor
- CRD
- #7980503
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,505,111 | $254,894 |
| Non-Discretionary | $113,501 | $113,501 |
| Total | $156,618,612 | $254,664 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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