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 independent, individually owned registered investment adviser that has been SEC registered since 2003. The firm acts as a capital allocator and serves a mix of individual and family clients alongside institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also offers hourly and fixed-fee engagements. Hopwood does not identify as an active ESG investor. The firm received recognition from FA Magazine as a Top RIA Firm 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 Funds56%
- Investment Grade Corp Bonds18%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$184M in ETFs
59%
$110M
40%
$74.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $22.4M | 654,163 | 12.16% |
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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