R. H. Hansford & Company, Inc.

RIAState Registered
Total AUM
$67.7M
Discretionary
$67.7M
100% of AUM
Avg account
$505K
Accounts
134
Employees
2
Advisory reps
2

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

FINTRX

Overview

R. H. Hansford & Company, Inc. is an independent, Florida-registered advisory firm organized as a corporation and owned by an individual. The firm provides portfolio management primarily for individuals, small businesses and some institutional clients, charging both percentage-of-AUM and performance-based fees. Filings indicate the business does not market itself as an ESG-focused manager and is not classified as a capital allocator or pension consultant. The firm’s client mix includes individual and family relationships alongside institutional mandates. Advisory work centers on discretionary portfolio management rather than broad multi-product distribution or third-party capital deployment.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 35%, Cash & Cash Equivalents 20%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents20%

Contacts

2 of 2
  • April Murphy

    April Murphy

    Executive Vice PresidentCRD 6762770

  • Rosemary Hansford

    PresidentCRD 4409850

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth