GRAND RAPIDS, MICRD 249789Latest ADV April 23, 2026
Hungerford Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated April 23, 2026, reports $492M in regulatory assets under management, 5 employees, and 1,061 accounts.
Assets Under Management
$492M
Employees
5
Offices
--
Total Clients
349
Primary office
GRAND RAPIDS, MI
2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
191
2
HNWI
26.9%
94
3
Charitable
10.0%
35
4
Pension Plans
6.3%
22
5
Corporations
2.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$492Mas of April 23, 2026
Discretionary92.8%
$457M
93% of total RAUM92.8%
Non-discretionary7.2%
$35M
7% of total RAUM7.2%
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.
Latest AUM$492M
Total Accounts1,061
10Y AUM Change+$346M (+236.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee70:1
10Y Employee Change+3 (+150.0%)
* 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.