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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2017
- Office Locations
- 4
Office Locations
About Sharp Financial
Sharp Financial is a Pennsylvania-based RIA delivering integrated, holistic financial management for business owners, individuals and families, and family offices. The team combines financial and wealth planning with portfolio construction and asset management, including tax and estate planning, charitable strategies, and insurance coordination. Investment approach emphasizes asset allocation and risk management, often implemented with ETF-centric portfolios, with Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
STEPHAN ALLAN COLGLAZIER
Chief Investment Officer, Managing Director
- CRD
- #4994738
- Ownership
- Less than 5%
Kelly Lorraine Pickering
Chief Compliance Officer, DIRECTOR
- CRD
- #1198822
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ZIAD JUMA HASSAN-MOHAMMED
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- CRD
- #5948853
TASHA DENISE MILES
Director
- CRD
- #5831261
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,615,928 | $590,413 |
| Non-Discretionary | $207,506,645 | $15,962,050 |
| Total | $502,122,573 | $980,708 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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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