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HF ADVISORY GROUP, LLC

CRD 309051 · SEC 801-125758

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166 DEFENSE HIGHWAY, SUITE 102, ANNAPOLIS, MD, 21401, United States

Phone

(410)-571-1415

Fax

(410)-384-4996

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$321.5M

Discretionary AUM

$321.5M

Team

6 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals361$120.9M
High net worth individuals99$200.6M

States served

CA, CO, DE, DC, GA, MD, NE, NY, NC, PA, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD