The Hogan-Knotts Financial Group, Inc.

RIASEC RegisteredEst. 1989

Total AUM

$332M

Discretionary

$332M

100% of AUM

Avg account

$502K

Accounts

661

Employees

Advisory reps

Firm details

Headquarters: Red Bank, New Jersey
CRD number: 106758
Registered since: February 10, 1989
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI78.08%
Individuals12.14%
Pension & Profit Sharing Plans8.93%
Corporations / Businesses0.78%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Hogan-Knotts Financial Group, Inc. is a corporation operating as an independent registered investment adviser. SEC registration dates to 1989 and ownership is held by an individual. The firm advises both individual and family clients along with institutional accounts, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.