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 is organized as a limited liability company that operates as a non-independent retail registered investment adviser focused on individuals and families. The firm follows a percentage-of-assets fee model and lists portfolio management for individuals and small businesses as its primary advisory activity. It does not identify as an active ESG investor, is not labeled a multi-state adviser, and is not positioned as a capital allocator. The firm maintains an insurance-company industry affiliation. Its regulatory registration year is not reported in the available data. Ownership is reported as individual rather than institutional or corporate, and the adviser is not newly formed.
Assets & Accounts
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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