Fee-only adviser · West Chester, PA
Hibernia Strategies Inc.
Hibernia Strategies Inc. is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in West Chester, Pennsylvania. On its latest Form ADV, filed September 24, 2026, it reports $2.3M in regulatory assets under management, 2 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 330420 |
| Office | 535 North Church Street Suite 155 West Chester, PA 19380 |
| Phone | (610) 679-9197 |
| Website | www.hiberniasales.com |
| Regulatory assets under management | $2.3M |
| Individual clients | 2 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Chester
- Ballast Financial Advisors, LLC $343M
- Wedmont Private Capital $3.4B
- Financial Coach $397M
- Merit Investment Management $22M
- Marquette Associates, Inc. $316M
See all 6 fee-only advisers in West Chester →
Nearby
- Exton 6 firms
- Chadds Ford 7 firms
- Glen Mills 2 firms
- Malvern 8 firms
- Downingtown 4 firms
- Kennett Square 2 firms
- Paoli 3 firms
- Chester Heights 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Hibernia Strategies Inc.? Update this listing.