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, SEC-registered registered investment adviser that acts as a capital allocator for individual, family and institutional clients. Founded and registered in 2003, the firm provides fee-based financial planning and portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, reflecting a flexible engagement model. The firm reports active allocation to third-party managers across multiple liquid and alternative strategies and positions itself to combine mutual funds and ETFs with select external alternative managers. Hopwood Financial Services was recognized in 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 Funds57%
- Investment Grade Corp Bonds18%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Contacts
3 of 6Pedrom Sadeghi
Associate AdvisorCRD 7925484
MAX KORTEGAST
Wealth AdvisorCRD 6462548
HERBERT HOPWOOD
PresidentCRD 1605128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$152M in ETFs
62%
$94.4M
38%
$58.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $17.1M | 579,853 | 11.22% |
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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