Apforia Ltd
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 385
- Avg AUM / client
- $265K
- Accounts
- 1,228
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 312 | $56.1M | 55.1% |
| High net worth individuals | 56 | $42.3M | 41.5% |
| Pension and profit sharing plans | 17 | $3.5M | 3.48% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adrienne Gail Ross | Investment Adviser Representative | CFP Chartered Financial Consultant | May 2023 (3y) | 25% – 50% |
| Paul David Allen | Chief Compliance Officer | CFP | May 2023 (3y) | 25% – 50% |
| Sean C Gillespie | Investment Adviser Representative | May 2023 (3y) | 25% – 50% | |
| Rebecca Elizabeth Meats | Registered representative | Personal Financial Specialist | Jan 2024 (3y) | |
| Michael Hunsberger | Registered representative | CFP Chartered Financial Consultant | Oct 2024 (2y) | |
| Amy Susan King | Registered representative | CFP | Oct 2024 (2y) | |
| Gregory M Young | Registered representative | CFP Chartered Financial Consultant | Oct 2024 (2y) | |
| Joseph Donald Brown | Registered representative | CFP | May 2025 (1y) | |
| Angela Marie Ramirez Cloe | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Leo Somera | Registered representative | Apr 2026 (0y) | ||
| Jon Joseph Belajac | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% 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) | 07/17/2026 | 985 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
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $62.3M (61% of AUM) Jul 2026
- Altruist Financial $62.3M (61% of AUM) Apr 2026
- Charles Schwab & Co. $39.7M (39% of AUM) Jul 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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗