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 privately held limited liability company that has been SEC-registered since 2015 and operates as an insurance broker-dealer and registered investment adviser. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, and selection of sub-advisers. The firm is not identified as an active ESG investor and does not describe itself as a multi-state or newly formed adviser. Hughes Financial also reports industry affiliations beyond its RIA role, including broker-dealer, trust company and insurance company relationships, which suggests it offers integration with insurance and custody/distribution channels in addition to discretionary portfolio management.
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 9Eleni 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 193Active vs passive
$812M in ETFs
73%
$596M
26%
$216M
| 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 | $132M | 1,671,941 | 16.29% |
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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