HFG ADVISORS INC.

RIASEC Registered
Total AUM
$48.6M
Discretionary
$39M
80% of AUM
Avg account
$883K
Accounts
55
Employees
5
Advisory reps
2

Firm details

Headquarters
KALAMAZOO, Michigan
CRD number
125129
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.52%
  • Individuals14.48%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

HFG Advisors Inc. is a small, client-focused advisory firm serving individuals and families. The firm combines financial planning and portfolio management for individual and small business clients and operates both as an investment adviser and as a registered representative tied to a broker‑dealer. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. Investment activity tilts toward public markets with an equity preference. Exchange‑traded equities are the most used asset type, and the firm appears to manage a mix of separately managed accounts and pooled products to implement equity exposure. HFG Advisors does not identify as an active ESG investor and is not structured as a capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, State & Local Bonds 20%, Other 20%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 5%40%
  • Exchange Traded Equities40%
  • State & Local Bonds20%
  • Other20%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • DANIEL YOUNGS

    Managing PartnerCRD 1076279

  • JORDAN MARCHEWKA

    Financial AdvisorCRD 6853563

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KALAMAZOO, MI

KALAMAZOO

Location

KALAMAZOO, MI

Headquartered in KALAMAZOO, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.

Metro area
Kalamazoo-Battle Creek-Portage, MI
Region
Midwest
County
KALAMAZOO
Address
5659 W Michigan Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth