Lancaster County Financial Group, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 149693
· Lancaster, PA
· Linkedin.com
☆ Save with Pro
ADV data as of Apr 30, 2026
- Regulatory AUM
- $69.2M
- Discretionary
- $69.2M
- Clients
- 198
- Avg AUM / client
- $349K
- Accounts
- 437
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $39.0M | 56.4% |
| High net worth individuals | 17 | $29.7M | 42.9% |
| Charitable organizations | Fewer than 5 clients | $7.1K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $438K | 0.63% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher William Hasircoglu | Registered representative | May 2010 (16y) | ||
| Logan Eugene Gotshall | Registered representative | Mar 2026 (0y) |
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) | 04/30/2026 | 1000 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $69.0M (100% of AUM) Apr 2026
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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗