Hemsley Advisors, Ltd.
- Regulatory AUM
- $638M
- Discretionary
- $85.1M
- Clients
- 324
- Avg AUM / client
- $2.0M
- Accounts
- 745
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 197 | $76.1M | 11.9% |
| High net worth individuals | 127 | $554M | 86.9% |
| Pension and profit sharing plans | 0 | $1.7M | 0.27% |
| Charitable organizations | Fewer than 5 clients | $3.5M | 0.54% |
| Corporations and other businesses | Fewer than 5 clients | $2.6M | 0.41% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Gerard Hemsley | Trustee, The Hemsley Declaration Of Trust U/A Dated 1/27/2015 | CFP | Aug 1998 (28y) | 50% – 75% |
| Nicholas Michael Martin | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Hemsley, Joanne, Caterina | Chief Financial Officer/ Secretary | Jan 2020 (7y) | 50% – 75% | |
| Alexander Vincent Hemsley | Registered representative | CFP | Jan 2020 (7y) | |
| Robert Domenic Di Legge | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Hemsley Declaration Of Trust U/A Dated 1/27/2015 | Trust | Jan 2015 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $638M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗