Hackman Financial Group
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 282027
- Registered since
- September 1, 2017
- Website
- www.hackmanfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.75%
- Individuals16.45%
- Corporations / Businesses2.44%
- Pension & Profit Sharing Plans1%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hackman Financial Group is an independent, SEC-registered registered investment adviser (since 2017) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a fee-based adviser that charges a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Hackman identifies as a capital allocator and uses third‑party managers to implement portions of its investment program. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 5
Michael Hackman
President & Managing PrincipalCRD 1738446
John Spencer
Director, Wealth ManagementCRD 2621599
Steven Nguyen
PartnerCRD 2502027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$185M in ETFs
89%
$165M
6%
$19.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $13M | 17,689 | 7.04% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7355 E Kemper Rd
- Time zone
- ET (UTC-5)
- Office locations
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