HFG Capital
Firm details
- Headquarters
- Summerville, South Carolina
- CRD number
- 333823
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
HFG Capital is a small, privately held limited liability company that operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individual and family clients and small businesses, charging fees based on a percentage of assets under management. It does not present itself as a multi-state adviser, is not flagged as an active ESG investor, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, and its product mix — including annuities — appears consistent with that relationship. HFG Capital relies on third-party managers for alternative exposure rather than operating its own external manager platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds100%
Contacts
3 of 3
Kimsey Hollifield
FounderCRD 5851037
Jeremy Story
Investment Adviser RepresentativeCRD 7772742
John Stewart
Investment Adviser RepresentativeCRD 8231230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summerville, SC
Dorchester
Location
Summerville, SC
Headquartered in Summerville, SC, in the South of the United States.
- Region
- South
- County
- Dorchester
- Address
- 208 N Cedar St
- Time zone
- ET (UTC-5)
- Office locations
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