THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Overview

The Hogan-Knotts Financial Group, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, while also serving institutional clients. The firm runs a fee model that blends a percentage-of-assets-under-management structure with hourly advisory charges, which reflects a hybrid approach to ongoing wealth management and project-based planning work. Investment activity centers on traditional pooled vehicles as the core of client portfolios, supplemented by external alternative managers when clients need diversification or return-enhancement strategies. The adviser does not emphasize ESG integration and is not positioned as a multi-state adviser in its regulatory filings, but it maintains a small regional footprint of offices. Tactical use of separately managed accounts and third-party mutual fund managers is part of how the firm implements tax-aware equity and fixed income allocations for high-net-worth clients.

Assets & Accounts

Investments & Alternatives

Location & Offices