Broadhurst Financial Advisors

Broadhurst Financial Advisors operates as a fee-only registered investment advisor (RIA), charging clients a percentage of assets under management or fixed advisory fees. The firm does not accept commissions, third-party referral fees, or revenue-sharing payments from product providers, which distinguishes its model from broker-dealer and dual-registrant shops. This structure aligns the firm's compensation directly with the growth and preservation of client portfolios.

According to its regulatory filings, Broadhurst Financial Advisors serves both high-net-worth individuals and families, as well as institutional clients including pension plans, endowments, and charitable organizations. Its service menu adapts across these constituencies, offering portfolio management, financial planning, and fiduciary guidance tailored to each client type's requirements.

Investment decisions at Broadhurst Financial Advisors are managed by the firm's principal advisors, whose names and backgrounds are disclosed in the firm's publicly available Form ADV Part 2B brochure. The firm's investment committee reviews asset allocation decisions and manager selections collectively, without a single external CIO model.