HFG ADVISORS

Overview

HFG Advisors is an independent, individually owned registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates primarily in a non‑discretionary capacity, advising clients and selecting outside advisers rather than running fully discretionary mandates on their behalf. Its business activities include insurance brokerage, which it integrates into client planning and risk-management solutions. Investment activity centers on externally managed public funds and mutual funds, with the firm acting as a capital allocator — selecting third‑party managers and private placement opportunities for suitable clients. Fee arrangements combine a percentage of assets under management and fixed fees. HFG Advisors is not positioned as an active ESG investor and does not list multi‑state adviser operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices