Hackman Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 14, 2026, reports $427M in regulatory assets under management, 9 employees, and 2,091 accounts.
Assets Under Management
$427M
Employees
9
Offices
--
Total Clients
675
Primary office
CINCINNATI, OH
7355 E. KEMPER ROAD, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
471
2
HNWI
29.0%
196
3
Corporations
1.2%
8
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$427Mas of April 14, 2026
Discretionary81.3%
$347M
81% of total RAUM81.3%
Non-discretionary18.7%
$80M
19% of total RAUM18.7%
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$427M
Total Accounts2,091
10Y AUM Change+$326M (+324.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee75:1
10Y Employee Change+1 (+12.5%)
* 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.