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 serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business accounts. Its fee arrangements include asset-based (percentage of AUM), hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a capital allocator; instead it deploys client capital through traditional and third‑party vehicles.

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%

Contacts

2 of 2

Marianne Durham
Investment Adviser RepresentativeCRD 5718297
Raymond Hobson
PresidentCRD 2454746

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 84

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	7.02%

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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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