Hd Money, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 31, 2026, reports $386M in regulatory assets under management, 12 employees, 1 office, and 998 accounts.
Assets Under Management
$386M
Employees
12
Offices
1 office
Total Clients
484
Primary office
SARASOTA, FL
3322 BEE RIDGE ROAD, SUITE 200, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
484
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of March 31, 2026
Discretionary100.0%
$386M
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.
Total AUM$386M
Total Accounts998
10Y AUM Change+$232M (+150.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* 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.