HFG Wealth Management, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 148406
- Registered since
- November 28, 2008
- Website
- hfgwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.19%
- Individuals19.03%
- Charitable Organizations6.62%
- Corporations / Businesses4.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
HFG Wealth Management, LLC is an independent, individual-owned RIA that positions itself as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and also operates as an insurance broker—allowing it to place annuities and other insurance solutions alongside investment advice. HFG charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm is SEC-registered (initial registration in 2008) and was recognized on FA Magazine’s Top RIA Firms list in 2020.
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 Funds92%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$99.8M in ETFs
10%
$10.2M
72%
$89.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL WORLD EQUITY ETF (DFAW) | Dimensional | Active | Global Large Stock Blend | $8.6M | 103,945 | 8.62% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1790 Hughes Landing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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