Hfm Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glassboro, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $404M in regulatory assets under management, 5 employees, and 1,286 accounts.
Assets Under Management
$404M
Employees
5
Offices
--
Total Clients
580
Primary office
GLASSBORO, NJ
102 WEST HIGH STREET, SUITE 200, GLASSBORO, NJ, United States
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
450
2
HNWI
14.1%
82
3
Pension Plans
7.8%
45
4
Corporations
0.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of March 31, 2026
Discretionary100.0%
$404M
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.
Latest AUM$404M
Total Accounts1,286
10Y AUM Change+$256M (+172.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee116:1
10Y Employee Change+2 (+66.7%)
* 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.