Hood Financial, LLC

Overview

Hood Financial, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individual and family clients, combining portfolio management and financial planning with insurance brokerage capabilities. It operates as a capital allocator for its client base, offering discretionary portfolio management alongside advisory work that includes selection of other advisers when a client’s needs extend beyond the firm’s in‑house capabilities. Investment activity is concentrated in pooled public funds rather than direct-stock strategies. The firm uses fee arrangements that include percentage‑of‑AUM billing as well as hourly and fixed fees, which points to a mix of ongoing asset management relationships and project‑based planning engagements. Hood Financial’s practice is boutique in scale, focused on tailored solutions for a small client roster rather than institutional mandates or broad multi‑state coverage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices