Hodge Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 127213
- Registered since
- September 10, 2009
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.76%
- Individuals20.24%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Hodge Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC and first registered with the SEC in 2009. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and market timing strategies. Hodge does not position itself as an ESG-focused manager and is not listed as a multi-state adviser in the FINTRX snapshot. The firm was recognized by investor.com as a Top RIA Firm to Watch in 2020.
Assets & Accounts
Public Holdings
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 Funds85%
- Exchange Traded Equities15%
Contacts
3 of 4Robert Hodge
Co-FounderCRD 3025369
Hodge Courtney
MemberCRD 6157588
Bonnie Hodge
MemberCRD 6157583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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