R. H. Hansford & Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113060
- Registered since
- April 14, 2000
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI77.26%
- Individuals19.82%
- Corporations / Businesses2.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
R. H. Hansford & Company, Inc. is a small, SEC-registered advisory corporation focused on portfolio management for individuals and small businesses. The firm leans toward traditional, fee-based wealth management: it charges a percentage of assets under management and can assess performance-based fees for certain mandates. Its client base spans individual and family investors as well as some institutional relationships. The firm does not present itself as an ESG-focused allocator and operates under a single-state registration profile. Investment activity centers on managed discretionary accounts and third‑party mutual fund wrappers, with a preference for public funds as the dominant instrument class. Given the compact scale of the business and its client mix, the firm appears oriented toward customized, account-level portfolio solutions rather than large pooled vehicles or broad institutional mandates.
Assets & Accounts
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities35%
- Cash & Cash Equivalents20%
Contacts
2 of 2Rosemary Hansford
PresidentCRD 4409850
April Murphy
Executive Vice PresidentCRD 6762770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fortis Wealth Management
RIABoone, NC
Black Hill Capital Partners, LLC
RIASan Francisco, CA
Erlandson Wealth Management
RIABeaverton, OR
Roseline Capitol Advisors, LLC
RIARichmond, VA
Sea Clear Financial Planning, LLC
RIABrielle, NJ
Measured Financial
RIARoseville, CA