Hewell Financial Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 30, 2026, reports $321M in regulatory assets under management, 1 employee, and 715 accounts.
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 segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
117
2
Individuals
45.5%
100
3
Pension Plans
1.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$334Mas of May 27, 2026
Discretionary99.4%
$332M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
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$334M
Total Accounts743
10Y AUM Change+$334M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee220:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.