A complete list of active advisors currently associated with Springhouse Financial, LLC

Warmer can help you find a great advisor at Springhouse Financial, LLC or one who fits your needs even better.

Springhouse Financial provides portfolio management and financial planning services to individual clients. As disclosed in its Form ADV Part 2A, the firm typically charges percentage-of-assets-under-management fees and manages about $17.0 million in client assets across 21 client relationships. The firm’s brochure describes its methods of analysis, investment strategies, and the risks of loss, and it documents account review procedures in Item 13. It also addresses brokerage practices, custody, and its code of ethics in the ADV, indicating established policies for trading and oversight. What is distinguishable about Springhouse is its small client base relative to its assets under management — roughly $810,000 in assets per client — which implies a limited number of relationships rather than a high-volume model. The ADV is filed as a state-registered adviser (Item 19) and includes detailed disclosures on custody, personal trading and other compliance matters that may be important to prospective clients seeking operational transparency.

To learn more about the advisors currently working at Springhouse Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kevin Carrico	Louisville, KY	13

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