The H Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2025, reports $580M in regulatory assets under management, 15 employees, 3 offices, and 1,849 accounts.
Assets Under Management
$580M
Employees
15
Offices
3 offices
Total Clients
747
Primary office
PORTLAND, OR
3395 SW GARDEN VIEW AVE, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
588
2
HNWI
19.7%
147
3
Charitable
0.8%
6
4
Corporations
0.8%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$580Mas of March 31, 2025
Discretionary100.0%
$580M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$580M
Total Accounts1,849
10Y AUM Change+$22M (+4.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee50:1
10Y Employee Change-1 (-6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.