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 segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
126
2
HNWI
41.7%
91
3
Pension Plans
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of April 30, 2026
Discretionary100.0%
$321M
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$321M
Total Accounts715
10Y AUM Change+$321M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee218:1
10Y Employee Change0 (0.0%)
* 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.