WESTERVILLE, OHCRD 135731Latest ADV February 18, 2026
Harding Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westerville, OH. Its latest Form ADV filing, dated February 18, 2026, reports $160M in regulatory assets under management, 5 employees, and 437 accounts.
Assets Under Management
$160M
Employees
5
Offices
--
Total Clients
97
Primary office
WESTERVILLE, OH
608 OFFICE PARKWAY SUITE A, WESTERVILLE, OH, 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 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
49
2
HNWI
45.4%
44
3
Corporations
4.1%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of February 18, 2026
Discretionary100.0%
$160M
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$160M
Total Accounts437
10Y AUM Change+$22M (+15.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee19:1
10Y Employee Change+2 (+66.7%)
* 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.