Harding Financial Group
Firm details
- Headquarters
- Westerville, Ohio
- CRD number
- 135731
- Registered since
- January 23, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.21%
- Individuals16.02%
- Corporations / Businesses3.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harding Financial Group is an independent RIA organized as a limited liability company and registered with the SEC in 2025. The firm is individually owned and serves both individual/family and institutional clients. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Harding also operates as an insurance broker, and its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not describe itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
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 Funds51%
- Cash & Cash Equivalents35%
- Exchange Traded Equities12%
- US Government Bonds2%
Contacts
3 of 3
Michael Holly
Financial AdvisorCRD 6981734
Bennett Steinfurth
Investment Adviser RepresentativeCRD 8135180
Michael Harding
Founder & PresidentCRD 4171553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westerville, OH
Delaware
Location
Westerville, OH
Headquartered in Westerville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Delaware
- Address
- 608 Office Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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