SIOUX FALLS, SDCRD 169787Latest ADV March 11, 2026
Hahn Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Sioux Falls, SD. Its latest Form ADV filing, dated March 11, 2026, reports $189M in regulatory assets under management, 16 employees, and 3,363 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.4% of total clients.
Top client categories% of clientsClients
1
Individuals
96.4%
1,794
2
HNWI
2.8%
52
3
Charitable
0.8%
14
4
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 11, 2026
Discretionary100.0%
$189M
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$189M
Total Accounts3,363
10Y AUM Change$-19M (-9.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee116:1
10Y Employee Change+11 (+220.0%)
* 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.