Hughes Financial Services, LLC
Firm details
- Headquarters
- Herndon, Virginia
- CRD number
- 173195
- Registered since
- February 2, 2015
- Website
- www.h4fs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.54%
- Individuals24.43%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hughes Financial Services, LLC is a limited liability company that has been SEC-registered since 2015 and operates with an insurance broker-dealer classification. The firm describes itself as a capital allocator and charges fees based on a percentage of assets under management. Its client base spans individual and family clients as well as institutional relationships. Advisory capabilities listed on regulatory filings include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. The firm maintains affiliations across the financial services ecosystem — broker-dealer, investment adviser, trust company and insurance company — and does not identify as an active ESG investor or a multi-state adviser.
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 Funds91%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
Contacts
3 of 9
Eleni Milligan
Financial Planning AssociateCRD 8256053
Berkeley Meredith
Managing Partner, Financial AdvisorCRD 6968021
Paul Hughes
Managing Partner, Financial AdvisorCRD 1061716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$956M in ETFs
74%
$707M
25%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $157M | 1,730,399 | 16.43% |
Location
Herndon, VA
Fairfax
Location
Herndon, VA
Headquartered in Herndon, 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
- 2201 Cooperative Way
- Time zone
- ET (UTC-5)
- Office locations
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