Hopwood Financial Services, Inc.

RIASEC RegisteredEst. 2003

Total AUM

$750M

Discretionary

$750M

100% of AUM

Avg account

$702K

Accounts

1,068

Employees

Advisory reps

Firm details

Headquarters: Reston, Virginia
CRD number: 127927
Registered since: August 12, 2003
Website: www.hopwoodfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.76%
Individuals5.79%
Pension & Profit Sharing Plans0.93%
Corporations / Businesses0.37%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hopwood Financial Services, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2003 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, deploying client capital into third‑party managers as part of its mix. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor. Hopwood received recognition from FA Magazine in 2020 on its list of top RIA firms.