HF Advisory Group, LLC

RIASEC Registered

Total AUM

$322M

Discretionary

$322M

100% of AUM

Avg account

$247K

Accounts

1,301

Employees

6

Advisory reps

2

Firm details

Headquarters: Annapolis, Maryland
CRD number: 309051
Registered since: May 31, 2022
Website: www.hfadvisorygroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.38%
Individuals37.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

HF Advisory Group, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm focuses on wealth management for individuals and families and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements combine percentage-of-assets, hourly, and fixed-fee structures. The adviser does not describe itself as an active ESG investor and does not operate as a multi-state adviser per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds33%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 83

Active vs passive

$152M in ETFs

Passive

86%

$131M

Active

5%

$21.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)	BlackRock	Passive	Large Value	$10.7M	141,759	7.04%

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Primary office

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Anne Arundel
Address: 166 Defense Hwy
Time zone: ET (UTC-5)
Office locations

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