HUSSMEN FINANCIAL

RIASEC Registered
Total AUM
$43.8M
Discretionary
$206K
0% of AUM
Avg account
$8.8M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
MIDLOTHIAN, Virginia
CRD number
148127
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Jonathan Huss

    OwnerCRD 7380590

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth