HYPERION FINANCIAL

RIASEC Registered

Total AUM

$89.8M

Discretionary

$89.8M

100% of AUM

Avg account

$173K

Accounts

520

Employees

Advisory reps

Firm details

Headquarters: SHILLINGTON, Pennsylvania
CRD number: 313014
Website: hyperionfp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC., BETTERMENT
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals61.07%
HNWI38.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hyperion Financial is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm serves primarily individual and family clients and bills on a mix of asset-based fees and fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — a sign that the firm can act as a capital allocator or oversee sub-advisors. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the supplied data. The combination of services and the "selection of other advisers" capability suggests a model that blends directly managed holdings with access to third-party strategies when appropriate.