CRD: 149693
Lancaster County Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-18-2009
- Office Locations
- 1
Office Locations
About Lancaster County Financial Group, LLC
Lancaster County Financial Group, LLC is an advisory firm serving individuals and families with financial planning focused on insurance, retirement, estate and tax planning, and wealth preservation. The team provides portfolio construction and investor education/market data resources, typically implementing asset-allocation portfolios using mutual funds and some ETFs. Custody support includes major platforms such as Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 198 clients, or 198 clients per representative. That equates to $349.4K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Lancaster County Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER WILLIAM HASIRCOGLU
Owner, Registered Representative
- CRD
- #2052507
- Ownership
- 75% or more
Logan Eugene Gotshall
PARTNER
- CRD
- #7304166
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,172,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,172,885 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lancaster County Financial Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.