HFG Capital

RIAState 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 a small, privately held limited liability company that operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individual and family clients and small businesses, charging fees based on a percentage of assets under management. It does not present itself as a multi-state adviser, is not flagged as an active ESG investor, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, and its product mix — including annuities — appears consistent with that relationship. HFG Capital relies on third-party managers for alternative exposure rather than operating its own external manager platform.

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
  • Kimsey Hollifield

    Kimsey Hollifield

    FounderCRD 5851037

  • Jeremy Story

    Investment Adviser RepresentativeCRD 7772742

  • John Stewart

    Investment Adviser RepresentativeCRD 8231230

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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