Hopwood Financial Services, Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 127927
- Registered since
- August 12, 2003
- Website
- www.hopwoodfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.76%
- Individuals5.79%
- Pension & Profit Sharing Plans0.93%
- Corporations / Businesses0.37%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hopwood Financial Services, Inc. is an independently owned registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that sources third-party managers in addition to managing public investments directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Hopwood charges clients through a mix of percentage-of-AUM fees, hourly billing and fixed fees. The firm does not position itself as an ESG investor. Hopwood received recognition from FA Magazine in 2020 as a Top RIA Firm.
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 Funds56%
- Investment Grade Corp Bonds18%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Contacts
3 of 6
Kevin Galvin
Executive Vice PresidentCRD 5578925
Peter Ramig
Wealth AdvisorCRD 6442948
Max Kortegast
Wealth AdvisorCRD 6462548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$182M in ETFs
61%
$110M
39%
$71.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $21.6M | 622,577 | 11.84% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 10740 Parkridge Blvd
- Time zone
- ET (UTC-5)
- Office locations
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