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 independent, owner-operated RIA that began SEC registration in 2022 and serves individual and family clients. The firm provides financial planning and discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its billing options include a percentage of assets under management as well as hourly and fixed-fee arrangements. HF Advisory Group is not positioned as an ESG-active allocator and does not present itself as a multi-state adviser in the snapshot data.
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 2
Raymond 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 81Active vs passive
$150M in ETFs
86%
$130M
5%
$20.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $10.3M | 136,472 | 6.89% |
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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