R. H. Hansford & Company, Inc.

RIASEC RegisteredEst. 2000
Total AUM
$67.7M
Discretionary
$67.7M
100% of AUM
Avg account
$505K
Accounts
134
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
113060
Registered since
April 14, 2000
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI77.26%
  • Individuals19.82%
  • Corporations / Businesses2.92%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

R. H. Hansford & Company, Inc. is a small, SEC-registered advisory corporation focused on portfolio management for individuals and small businesses. The firm leans toward traditional, fee-based wealth management: it charges a percentage of assets under management and can assess performance-based fees for certain mandates. Its client base spans individual and family investors as well as some institutional relationships. The firm does not present itself as an ESG-focused allocator and operates under a single-state registration profile. Investment activity centers on managed discretionary accounts and third‑party mutual fund wrappers, with a preference for public funds as the dominant instrument class. Given the compact scale of the business and its client mix, the firm appears oriented toward customized, account-level portfolio solutions rather than large pooled vehicles or broad institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 35%, Cash & Cash Equivalents 20%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents20%

Contacts

2 of 2
  • Rosemary Hansford

    PresidentCRD 4409850

  • April Murphy

    April Murphy

    Executive Vice PresidentCRD 6762770

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth