GREENWOOD VILLAGE, COCRD 113511Latest ADV March 20, 2026
Hfg Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 20, 2026, reports $109M in regulatory assets under management, 4 employees, and 554 accounts.
Assets Under Management
$109M
Employees
4
Offices
--
Total Clients
456
Primary office
GREENWOOD VILLAGE, CO
8301 EAST PRENTICE AVE., #312, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.4% of total clients.
Top client categories% of clientsClients
1
Individuals
95.4%
435
2
HNWI
4.6%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$109M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts554
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee114:1
10Y Employee Change-1 (-20.0%)
* 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.