HF ADVISORY GROUP, LLC
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
FINTRXOverview
HF Advisory Group, LLC is an independently owned registered investment adviser that came under SEC registration in 2022. Structured as a limited liability company and owned by an individual, the firm serves primarily individual and family clients and charges fees on a mix of AUM-based, hourly, and fixed-fee arrangements. Its advisory scope centers on financial planning and discretionary portfolio management across individual, small-business, and institutional/business client segments. The firm does not self-identify as an active ESG investor. Its stated services emphasize ongoing portfolio management and planning rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents1%
Contacts
2 of 2RAYMOND HOBSON
PresidentCRD 2454746
MARIANNE DURHAM
Investment Adviser RepresentativeCRD 5718297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$131M in ETFs
87%
$114M
4%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $9.2M | 130,852 | 7.00% |
Location
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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