HFG Capital

RIASEC Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$78.8K
Accounts
166
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

3 of 3
  • John Stewart

    Investment Adviser RepresentativeCRD 8231230

  • Kimsey Hollifield

    Kimsey Hollifield

    FounderCRD 5851037

  • Jeremy Story

    Investment Adviser RepresentativeCRD 7772742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth