WIMBERLEY, TXCRD 141656Latest ADV February 26, 2026
Hackett Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wimberley, TX. Its latest Form ADV filing, dated February 26, 2026, reports $159M in regulatory assets under management, 7 employees, and 710 accounts.
Assets Under Management
$159M
Employees
7
Offices
--
Total Clients
254
Primary office
WIMBERLEY, TX
840 EAST SUMMIT DRIVE, WIMBERLEY, TX, 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 segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
206
2
HNWI
18.1%
46
3
Corporations
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 26, 2026
Discretionary100.0%
$159M
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$159M
Total Accounts710
10Y AUM Change+$26M (+19.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change+1 (+16.7%)
* 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.