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HIRTLE & CO., LLC

WEST CONSHOHOCKEN, PA · CRD 105403 · IAPD ↗ · hirtle.com · 610-828-7200

$25.41BRegulatory AUM
48Advisory reps
94Employees
0Clients
n/aPlanning clients
11Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — HIRTLE & CO., LLC changed its website from hirtlecallaghan.com to hirtle.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2026 — HIRTLE & CO., LLC notice-filed in KS, NV, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — HIRTLE, CALLAGHAN & CO., LLC is now doing business as HIRTLE & CO., LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
April 2025 — HIRTLE, CALLAGHAN & CO., LLC notice-filed in ID, NH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — HIRTLE, CALLAGHAN & CO., LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.