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 operating as a limited liability company. The firm is SEC-registered (registered in 2015) and bills clients on a percentage-of-assets basis. Its client mix includes individuals, families and institutional clients; core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm describes itself as a capital allocator and maintains industry relationships that include broker-dealers, other investment advisers, trust companies and insurance companies. Hughes does not identify itself as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 218Active vs passive
$990M in ETFs
75%
$743M
24%
$248M
| 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 | $167M | 1,796,000 | 16.90% |
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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