Hughes Financial Services, LLC
Firm details
- Headquarters
- Herndon, Virginia
- CRD number
- 173195
- Registered since
- February 2, 2015
- Website
- www.h4fs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.54%
- Individuals24.43%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hughes Financial Services, LLC is an independent registered investment adviser organized as an LLC that provides fee-based portfolio management and financial planning. The firm is registered with the SEC (registered in 2015) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of other advisers. Hughes reports a percentage-of-AUM fee model and lists affiliations with a broker-dealer, another investment adviser, a trust company and an insurance company. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
Contacts
3 of 9
Berkeley Meredith
Managing Partner, Financial AdvisorCRD 6968021
Patrick Moore
Research AnalystCRD 7027228
Patrick Hughes
Managing Partner, Financial AdvisorCRD 6370393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 189Active vs passive
$956M in ETFs
74%
$707M
25%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $157M | 1,730,399 | 16.43% |
Location
Herndon, VA
Fairfax
Location
Herndon, VA
Headquartered in Herndon, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 2201 Cooperative Way
- Time zone
- ET (UTC-5)
- Office locations
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