HUSSMEN FINANCIAL
Firm details
- Headquarters
- MIDLOTHIAN, Virginia
- CRD number
- 148127
- Website
- hussmen.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI71.76%
- Corporations / Businesses27.77%
- Individuals0.47%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Hussmen Financial operates as an independent registered investment advisor serving individual and family clients with a heavy emphasis on equity-oriented portfolios and financial planning. The firm’s service mix includes financial planning and accounting-related activities, billed primarily through hourly and fixed-fee arrangements. Hussmen Financial classifies itself as an independent RIA with an individual owner and does not position itself as a capital allocator or pension consultant. Investment activity is concentrated in liquid public equity exposure, with the firm showing a clear preference for exchange-traded instruments. Discretionary authority over client assets is minimal relative to assets overseen, which suggests a model focused on advisory and planning relationships where clients retain final trading decisions or where the firm provides guidance on externally held positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Jonathan Huss
OwnerCRD 7380590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIDLOTHIAN, VA
CHESTERFIELD
Location
MIDLOTHIAN, VA
Headquartered in MIDLOTHIAN, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 14321 Winter Breeze Dr
- Time zone
- ET (UTC-5)
- Office locations
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