Houlihan Financial Resource Group, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Ashburn, VA. Its latest Form ADV filing, dated March 24, 2026, reports $357M in regulatory assets under management, 4 employees, and 564 accounts.
Assets Under Management
$357M
Employees
4
Offices
--
Total Clients
171
Primary office
ASHBURN, VA
20405 EXCHANGE STREET, SUITE 371, ASHBURN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.4% of total clients.
Top client categories% of clientsClients
1
HNWI
54.4%
93
2
Individuals
45.6%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of March 24, 2026
Discretionary100.0%
$357M
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$357M
Total Accounts564
10Y AUM Change+$131M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change+1 (+33.3%)
* 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.