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 registered investment adviser organized as a corporation and SEC-registered in 2017. The firm is owned by an individual and serves both individual & family clients and some institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension-consulting-related work, and the selection of other advisers — the latter reflecting an active role as a capital allocator to third-party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Hackman does not identify as an active ESG investor and reports an insurance company affiliation.
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 5MICHAEL 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
$161M in ETFs
90%
$145M
6%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $11.3M | 19,639 | 7.05% |
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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