Borer Denton & Associates, Inc.
- Regulatory AUM
- $403M
- Discretionary
- $366M
- Clients
- 218
- Avg AUM / client
- $1.8M
- Accounts
- 220
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $14.8M | 3.68% |
| High net worth individuals | 136 | $326M | 81.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.7M | 0.67% |
| Charitable organizations | 9 | $59.2M | 14.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Turner Borer | Chairman | CFA | May 2005 (21y) | 25% – 50% |
| Albert Louis Denton | President & Chief Compliance Officer | Oct 2005 (21y) | 25% – 50% | |
| Hartung, Kathleen, Donnelly | Vp & Treasurer | Oct 2005 (21y) | 5% – 10% | |
| Bluefeld, Frederick, August | Vp & Secretary | Nov 2013 (13y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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) | 03/27/2026 | 916 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $383M (95% of AUM) Mar 2026
- Pnc Bank $14.9M (4% of AUM) Mar 2024
- Charles Schwab & Co. $3.9M (1% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗