HFG Capital
Firm details
- Headquarters
- Summerville, South Carolina
- CRD number
- 333823
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
HFG Capital operates as a privately held LLC that provides fee-based portfolio management primarily to individuals and families, with recognized capability to serve small-business accounts. The firm charges clients a percentage of assets under management and reports no active ESG investing program. Its regulatory/compliance profile in the source data is limited; the firm lists an insurance company affiliation and identifies its owner type as an individual.
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
- Public Funds/Mutual Funds100%
Contacts
3 of 3John Stewart
Investment Adviser RepresentativeCRD 8231230
Kimsey Hollifield
FounderCRD 5851037
Jeremy Story
Investment Adviser RepresentativeCRD 7772742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summerville, SC
Dorchester
Location
Summerville, SC
Headquartered in Summerville, SC, in the South of the United States.
- Region
- South
- County
- Dorchester
- Address
- 208 N Cedar St
- Time zone
- ET (UTC-5)
- Office locations
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