Hughes Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Herndon, VA. Its latest Form ADV filing, dated February 10, 2026, reports $760M in regulatory assets under management, 12 employees, and 2,327 accounts.
Assets Under Management
$760M
Employees
12
Offices
--
Total Clients
840
Primary office
HERNDON, VA
2201 COOPERATIVE WAY, SUITE 150, HERNDON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
557
2
HNWI
33.6%
282
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$760Mas of February 10, 2026
Discretionary98.4%
$748M
98% of total RAUM98.4%
Non-discretionary1.6%
$12M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$760M
Total Accounts2,327
10Y AUM Change+$596M (+363.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee70:1
10Y Employee Change+5 (+71.4%)
* 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.