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A•••••• F••••• W•••••• I•••

Multi-family office· Mechanicsburg, PA

Multi-family office, based in Mechanicsburg, PA.

Composed from this office's classification, location and record.

Regulatory AUM
$222M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 23 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 96 observations · 4 sourcesShow
Multi-family officeVerified Sep 23, 2026 (today)3 people · 0 investments · 165 public positions · 23 events

Why this class: Mechanicsburg RIA that markets itself as a concierge multi-family office for emerging wealth..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
Mechanicsburg, PA
Office address
••• Locked
Business phone
••• Locked
Website
a•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $157M. Regulatory AUM $222M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$222M as of Apr 22, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 17, 2018 · 6 employeesFact
Client mix (Form ADV 5.D)
Individuals: 158 ($47.1M); High net worth individuals: 65 ($174M)Fact
Form 13F
$157M across 165 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 23, 2026Multi-family office 70%Mechanicsburg RIA that markets itself as a concierge multi-family office for emerging wealth.Factverifieda•••••••••.com“••• Locked”
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Team
3 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
K•• L•• K•••••••Founder, Chief Executive Officer, Senior Family Wealth AdvisorLeadershipnone on record
W••• A•••• H••••••Founder, Chief Compliance OfficerLeadershipnone on record
reports.adviserinfo.sec.gov Factsec.gov Fact2 sources agree
S••••• B•••••• T•••••••Chief Operating Officer, Family Wealth AdvisorOperations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$134M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 165 for the quarter ended Jun 30, 2026; $91.7M shown of $157M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••COM$9.0M31,1195.7%
N••••• C•••••••••COM$6.5M32,6244.2%
A••••• C•• I••COM$4.7M19,8393.0%
F•••• T• E••••• T••••• F• V•FT VEST U.S EQT$4.5M108,9302.9%
M•••••••• C•••COM$4.4M11,7532.8%
F•••• T• E••••• T••••• F• V•FT VEST US EQT$4.1M68,7962.6%
A••••••• I••CAP STK CL A$3.0M8,3391.9%
B••••••• I••COM$3.0M7,8311.9%
C•••••••• I••COM NEW$2.9M20,9191.9%
M••••• T••••••••• I••COM$2.9M2,4781.8%
All 40 positionslargest value first
IssuerClassValueSharesWeight
W•••• F•••• • C•COM$2.6M31,8561.7%
I•••••• T•CORE S&P500 ETF$2.5M3,3591.6%
M••• P•••••••• I••CL A$2.2M3,8941.4%
F•••• T• E••••• T••••• F• V•VEST NASDAQ 100$2.1M78,8561.3%
M••••••• P••• C•••COM$2.1M8,1411.3%
C•• H••••• C•••COM$2.0M19,5251.3%
T••••• S••••••••• M••••••SPONSORED ADS$2.0M4,1831.3%
F•••• T• E••••• T••••• F• V•FT VEST US EQT$1.9M43,3721.2%
B•••••••• E•• T••••I•••••• US EQUIT$1.8M26,1921.1%
C••••••••• I••COM$1.7M1,6381.1%
I•••••• T•S&P 500 VAL ETF$1.7M7,5551.1%
A••••••• I••CAP STK CL C$1.7M4,7771.1%
F•••• T• E••••• T••••• F• V•FT VEST INT EQ M$1.6M57,5621.0%
I•••••• T•S&P 500 GRWT ETF$1.5M10,6990.9%
I•••••• T•CORE DIV GRWTH$1.4M18,4670.9%
B•••••• A•••• T•• P••SPONSORED ADR$1.4M22,6590.9%
C••••••• H••••• I••COM$1.4M5,8310.9%
W•••••• D•••••• C•••COM$1.4M2,1150.9%
A•••••• M•••• I••COM$1.3M1,7590.8%
J••••••• C•••• • C•COM$1.3M3,8570.8%
H••• D•••• I••COM$1.2M3,4950.8%
L••••••• T••••••••• I••COM$1.2M4,2310.8%
J•••••• • J••••••COM$1.1M4,5200.7%
W•••• I••• I••COM$1.1M3,2570.7%
F•••• T• E••••• T••••• F• V•FT VEST NAS$1.1M32,5810.7%
I•••••• I••CORE MSCI EMKT$1.1M13,1640.7%
B••••• I••• I••COM$1.1M51,1200.7%
G• A••••••••COM NEW$1.1M2,9130.7%
F•••• C•••• B••••••••• I•• D•CL A$1.1M5200.7%
T•••• I••••• I••COM$1.1M3,6090.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
All 13 changes
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Sources and evidence
96show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 96 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($221,555,091)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1570)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 96 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-22Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, selection of other advisersApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2018-05-17Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients65Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: Clients: 158; RAUM usd: 47,102,657; Fewer than 5: no; High net worth individuals: Clients: 65; RAUM usd: 174,452,434; Fewer than 5: noApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees6Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions165Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions158Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions157Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions161Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions131Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions149Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions152Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$157MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$134MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$138MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$134MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$121MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$104MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$107MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PAApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMechanicsburg, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formCorporationApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family office
“MULTI-FAMILY OFFICE”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Private funds advised0Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)1,041Apr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$174MApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$222MApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• Locked
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Website••• LockedApr 22, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact

Not yet on record: direct investments, decision makers.