Hf Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated March 10, 2026, reports $322M in regulatory assets under management, 6 employees, 1 office, and 1,301 accounts.
Assets Under Management
$322M
Employees
6
Offices
1 office
Total Clients
460
Primary office
ANNAPOLIS, MD
166 DEFENSE HIGHWAY, SUITE 102, ANNAPOLIS, MD, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
361
2
HNWI
21.5%
99
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of March 10, 2026
Discretionary100.0%
$322M
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$322M
Total Accounts1,301
10Y AUM Change+$209M (+185.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee77:1
10Y Employee Change+2 (+50.0%)
* 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.