Greg Hodges Financial Advisory

Overview

Greg Hodges Financial Advisory is a single-owner, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients, along with small businesses. The firm’s advisory activity centers on financial planning and portfolio management rather than institutional or pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, reflecting a mix of ongoing advisory relationships and project-based planning work. The adviser is not positioned as a capital allocator and does not report active engagement in ESG investing. The firm’s investment posture is equity oriented. Given the size and client base, investment decisions appear focused on liquid, exchange-traded instruments and mutual funds that support straightforward portfolio construction and client reporting. Portfolios are managed on a non-discretionary basis for the entirety of reported assets, which implies an emphasis on client-directed decisions and regular client communication around trades and allocation changes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices