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Financial Advisory Services, LLC

Financial Advisory Services, LLC. CRD 122053

Financial Advisory Services, LLC logo

CRD: 122053

Financial Advisory Services, LLC

$256.9M Total AUM
$256.9M Disc. AUM
13.9% 3Y CAGR
2 Employees
298 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Established Date
09-29-2005
Office Locations
2

Office Locations

113 Carlisle Street Gettysburg PA
215 Baltimore Street Hanover PA

About Financial Advisory Services, LLC

Financial Advisory Services, LLC is an independent, locally owned, fee-only RIA in Hanover, PA. As fiduciary advisors who take no commissions, the team partners with clients on financial planning and portfolio construction, including second-opinion reviews of existing portfolios. Portfolios are implemented primarily with public funds and ETFs, with Schwab as a key custodian.

Reported data analysis

What the numbers show

Between March 27, 2025 and March 26, 2026, reported AUM increased 11.7%, from $230.0M to $256.9M.

Across 5 reported observations, AUM increased 41.3% between March 24, 2022 and March 26, 2026, from $181.7M to $256.9M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 2 advisory representatives and 298 clients, or 149 clients per representative. That equates to $862.0K in reported AUM per client.

The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

52 AVG AGE
$128.4M AVG AUM / ADVISOR
$862.0K AVG AUM / CLIENT
16.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age

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Available data coverage

  • Client Personas
  • Custodian
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

S

SEAN CHRISTOPHER HUSTON

Chief Compliance Officer, Co-Chief Investment Officer, Investment Advisor

CRD
#5025890
Ownership
75% or more
RYAN ANDREW FOX

RYAN ANDREW FOX

Co-Chief Investment Officer

CRD
#2921625
Ownership
Less than 5%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
03-23-2023
03-18-2024
03-27-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $256,874,310 $368,015
Non-Discretionary $0 --
Total $256,874,310 $368,015

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Separately Managed Accounts

SMA allocation detail is available

Financial Advisory Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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