CRD: 149907
Hershey Financial Advisers, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2009
- Office Locations
- 1
Office Locations
About Hershey Financial Advisers, LLC
Hershey Financial Advisers provides personalized wealth management for high-net-worth individuals, business owners, C-suite executives, and families with complex needs. Services include investment planning, tax optimization, estate planning, and legacy/philanthropy guidance, delivered through its Better Way™ process and Wealth Clarity Assessment. Custody is supported via major platforms including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREG DEANNE BOLL
Chief Compliance Officer
- CRD
- #4166371
- Ownership
- 50% but less than 75%
NICHOLAS RYAN BRIGHTBILL
PARTNER
- CRD
- #5197623
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MATTHEW DAWSON BERRY
CERTIFIED FINANCIAL PLANNER
- CRD
- #6286952
GERARD FRANCIS CLUNAN JR
Financial Advisor
- CRD
- #3154428
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,436,920 | $164,053 |
| Non-Discretionary | $1,274,096 | $43,934 |
| Total | $151,711,016 | $160,371 |
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Separately Managed Accounts
Total SMA Asset: $151,711,016
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,984,322,726 | 100.0% |
| Total | $3,984,322,726 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE QUANTUM | LEGACY OAK | NHAHIZTK4 | HIOR | 1.88% | $6,312,208 |
| DELTA DELTA | GLACIER GLACIER | 0C6IE7538 | GVCZ | 3.23% | $86,189,636 |
| ATLAS ZENITH | CATALYST FRONTIER | XHE0TRC0Q | NMHFQ | 0.67% | $79,664,558 |
| RADIAL RIDGE | OPTIMA SIGNAL | 11JPYCVSL | SZPYF | 9.40% | $97,065,157 |
| VECTOR HORIZON | WAVE QUANTUM | WM0YZ2K50 | BIG | 6.74% | $72,552,112 |
| PRIME ATLAS | TIMBER QUANTUM | I2HMJSWTE | TQNJ | 10.57% | $46,273,766 |
| LEGACY FOUNDATION | PEAK CREST | 9FDQFMSX2 | AKXKA | 5.23% | $12,400,121 |
| FRONTIER EAGLE | EAGLE ALPHA | LSH6XJDIU | YCJJ | 5.91% | $103,886,325 |