HODOS WEALTH GROUP, LLC

Overview

Hodos Wealth Group, LLC is an independent registered investment advisor that serves individual and family clients with a fee model based on a percentage of assets under management. The firm's advisory scope is concentrated on financial planning and portfolio management for individuals and small businesses. Portfolio activity is dominated by discretionary mandates, indicating the firm takes primary responsibility for day-to-day investment decisions on behalf of its clients. The adviser does not identify as an active ESG investor and is structured as an owner-operated limited liability company. Investment behavior points to a public-markets orientation: the firm favors pooled public funds and mutual funds as the principal vehicle for client portfolios, with a significant portion of assets managed through separately managed accounts (SMAs) and mutual fund holdings. Hodos Wealth Group does not present itself as a capital allocator to external private managers and does not list relationships with third‑party alternative asset managers.

Assets & Accounts

Investments & Alternatives

Location & Offices