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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

HARTSHORNE GROUP, LLC

CYBORGWEALTH, LLC, CRD 150897

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bde7b05e-1021-7407-d024-a5b6baa5b307

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 15
On other graphs: 0
Observed: Mar 28, 2012 to Mar 31, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 5
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-70552
CRD: 150897
Filings on the tape: 40
First filed: Mar 28, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONFESSORE, ROBERT	President	Na	yes	06/2009	Mar 28, 2012	Jul 8, 2024
SCHREIBER, ANN, HOLLY	Secretary	Na	yes	01/2012	Mar 31, 2015	Jul 8, 2024
SCHREIBER, DONALD, ROBERT	SOLE OWNER	E	yes	06/2023	Mar 28, 2012	Jul 8, 2024
SCHREIBER, DONALD, ROBERT	CHIEF EXECUTIVE OFFICER, CCO AND TREASURER	Na	yes	04/2008	Mar 28, 2012	Jul 8, 2024
WBI HOLDCO, INC.	SOLE OWNER	E	yes	06/2023	Sep 20, 2023	Jul 8, 2024
WBI TECH HOLDINGS, LLC	Member	E	yes	06/2023	Sep 20, 2023	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WBI INVESTMENTS, LLC	n/a	Independent wealth	$540M	N	yes	n/a
MILLINGTON SECURITIES, LLC	n/a	Asset manager	$141M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$0	$0	5	0	0	n/a	n/a
2023	Feb 28, 2024	$145M	$0	6	1	0	n/a	n/a
2022	Mar 31, 2023	n/a	n/a	5	1	0	n/a	n/a
2021	Mar 28, 2022	n/a	n/a	6	1	0	n/a	n/a
2020	Mar 31, 2021	n/a	n/a	3	1	0	n/a	n/a
2019	Mar 30, 2020	n/a	n/a	4	3	0	n/a	n/a
2018	Mar 13, 2019	n/a	n/a	4	3	0	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	4	3	0	n/a	n/a
2016	Mar 30, 2017	n/a	n/a	4	3	n/a	n/a	n/a
2015	Mar 29, 2016	n/a	n/a	4	2	n/a	n/a	n/a
2014	Mar 31, 2015	n/a	n/a	7	5	n/a	n/a	n/a
2013	Mar 28, 2014	n/a	n/a	8	5	n/a	n/a	n/a
2012	Mar 25, 2013	n/a	n/a	8	5	n/a	n/a	n/a
2011	Mar 28, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	n/a	n/a	n/a	n/a	5	n/a	0	n/a

Relationships

Affiliated with (4)

→ WBI INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MILLINGTON SECURITIES, LLCRegistered adviserother investment adviser, common control
factForm ADV
← WBI INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MILLINGTON SECURITIES, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← MATTHEW EARL SCHREIBERAdvisorregistration: current employment
Jun 14, 2019 to presentfactForm ADV
← DONALD ROBERT SCHREIBERAdvisorregistration: current employment
Oct 12, 2009 to presentfactForm ADV
← ROBERT JOSEPH CONFESSOREAdvisorregistration: previous registration
Oct 12, 2009 to Oct 30, 2024factForm ADV
← Misty Lynn MarloweAdvisorregistration: previous registration
Apr 25, 2016 to Oct 30, 2024factForm ADV
← RICHARD PAUL KUNDRACIKAdvisorregistration: previous registration
Oct 7, 2020 to Mar 20, 2024factForm ADV
← William F GallagherAdvisorregistration: previous registration
Oct 12, 2009 to Mar 23, 2020factForm ADV
← CYNTHIA ROSE STROIKAdvisorregistration: previous registration
Mar 17, 2011 to Jul 31, 2019factForm ADV

Controls (5)

← SCHREIBER, DONALD, ROBERTOwnerSOLE OWNER, ownership code E, individual
Mar 28, 2012 to Jul 8, 2024factForm ADV
← CONFESSORE, ROBERTOwnerPRESIDENT, ownership code NA, individual
Mar 28, 2012 to Jul 8, 2024factForm ADV
← SCHREIBER, ANN, HOLLYOwnerSECRETARY, ownership code NA, individual
Mar 31, 2015 to Jul 8, 2024factForm ADV
← WBI HOLDCO, INC.OwnerSOLE OWNER, ownership code E, domestic entity
Sep 20, 2023 to Jul 8, 2024factForm ADV
← WBI TECH HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 20, 2023 to Jul 8, 2024factForm ADV

Dated events

Occurred
May 30, 2025
Regulatory AUM changed
Hartshorne Group, Llc reported RAUM $0, down 100% from $144.9M (2024-07-08 to 2025-05-30)
Form ADVobserved 4 days ago
$-145M
Occurred
Oct 30, 2024
Advisor changed firm
Misty Lynn Marlowe left Hartshorne Group, Llc for Maridea Wealth Management (registered 2024-09-26)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2024
Control person left
Nicole Dina Schindler (Chief Compliance Officer) no longer on Schedule A of Hartshorne Group, Llc (listed 2024-04-05, absent 2024-07-08)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2024
Advisor changed firm
Richard Paul Kundracik left Hartshorne Group, Llc for Cetera Investment Advisers Llc (registered 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Sep 20, 2023
Control person joined
Nicole Dina Schindler (Chief Compliance Officer) appeared on Schedule A of Hartshorne Group, Llc
Form ADVobserved 4 days ago
Occurred
Sep 20, 2023
Control person left
Francis Kevin Murphy (Chief Compliance Officer & General Counsel) no longer on Schedule A of Hartshorne Group, Llc (listed 2023-03-31, absent 2023-09-20)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2023
Succession filed (Item 4)
Hartshorne Group, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2020
Control person left
Russell Walter Costenbader (Chief Compliance Officer) no longer on Schedule A of Hartshorne Group, Llc (listed 2020-10-07, absent 2020-12-22)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2020
Control person joined
Francis Kevin Murphy (Chief Compliance Officer & General Counsel) appeared on Schedule A of Hartshorne Group, Llc
Form ADVobserved 4 days ago
Occurred
Oct 2, 2020
Control person left
Renee Alyson Kest (Chief Compliance Officer & Counsel) no longer on Schedule A of Hartshorne Group, Llc (listed 2020-08-21, absent 2020-10-02)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2020
Control person joined
Russell Walter Costenbader (Chief Compliance Officer) appeared on Schedule A of Hartshorne Group, Llc
Form ADVobserved 4 days ago
Occurred
Sep 18, 2019
Control person left
James Matthew Bromberg (General Counsel) no longer on Schedule A of Hartshorne Group, Llc (listed 2019-09-12, absent 2019-09-18)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2019
Control person left
Rose Cynthia Bonna (Chief Compliance Officer) no longer on Schedule A of Hartshorne Group, Llc (listed 2019-03-13, absent 2019-08-07)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2019
Control person joined
Renee Alyson Kest (Chief Compliance Officer & Counsel) appeared on Schedule A of Hartshorne Group, Llc
Form ADVobserved 4 days ago
Occurred
Mar 13, 2019
Control person left
Edward Gary Stroik (Vice President) no longer on Schedule A of Hartshorne Group, Llc (listed 2018-07-18, absent 2019-03-13)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bde7b05e-1021-7407-d024-a5b6baa5b307
First observed: Mar 28, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARTSHORNE GROUP, LLC

CYBORGWEALTH, LLC, CRD 150897

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bde7b05e-1021-7407-d024-a5b6baa5b307

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONFESSORE, ROBERT

President

yes

06/2009

Mar 28, 2012

Jul 8, 2024

SCHREIBER, ANN, HOLLY

Secretary

yes

01/2012

Mar 31, 2015

Jul 8, 2024

SCHREIBER, DONALD, ROBERT

SOLE OWNER

yes

06/2023

Mar 28, 2012

Jul 8, 2024

SCHREIBER, DONALD, ROBERT

CHIEF EXECUTIVE OFFICER, CCO AND TREASURER

yes

04/2008

Mar 28, 2012

Jul 8, 2024

WBI HOLDCO, INC.

SOLE OWNER

yes

06/2023

Sep 20, 2023

Jul 8, 2024

WBI TECH HOLDINGS, LLC

Member

yes

06/2023

Sep 20, 2023

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WBI INVESTMENTS, LLC

n/a

Independent wealth

$540M

yes

n/a

MILLINGTON SECURITIES, LLC

n/a

Asset manager

$141M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

n/a

2023

Feb 28, 2024

$145M

n/a

2022

Mar 31, 2023

n/a

2021

Mar 28, 2022

n/a

2020

Mar 31, 2021

n/a

2019

Mar 30, 2020

n/a

2018

Mar 13, 2019

n/a

2017

Mar 29, 2018

n/a

2016

Mar 30, 2017

n/a

2015

Mar 29, 2016

n/a

2014

Mar 31, 2015

n/a

2013

Mar 28, 2014

n/a

2012

Mar 25, 2013

n/a

2011

Mar 28, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a