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| Hackett Financial Group LLC
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|---|---|
| CRD # | 141656 |
| SEC # | 801-132704 |
| CIK # | 0001057379 |
| AUM | 159.1 M (2026-02-26) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 512-847-0630 |
| Address | 840 East Summit Drive Wimberley, TX 78676 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 53.4 |
| (b) Individuals (high net worth individuals) | 46 | 105.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 159.1 |
| By Discretionary | ||
| Discretionary | 710 | 159.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 158.7 | |
| Total | 710 | 159.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001057379] | |
| 10-Q | [0001057379] | |
| 3 | [0001057379] | |
| 4 | [0001057379] | |
| 8-K | [0001057379] | |
| SC 13G | [0001057379] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-19 | Disposed to issuer | 2,677 | $15.22 | 40,744 |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-19 | Disposed to issuer | 2,000 | $15.22 | 30,440 |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-19 | Disposed to issuer | 2,677 | $15.22 | 40,744 |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-13 | Tax withheld | 30,169 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-13 | Tax withheld | 3,257 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-13 | Tax withheld | 11,971 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 2,503 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 5,007 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 5,007 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 2,503 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 5,007 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 5,007 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 2,503 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 2,503 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 8,345 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 5,007 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 2,503 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 12,219 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2026-02-12 | Grant | 23,275 | $0.00 | |
|
Hackett Group Inc HCKT
Common Stock
|
2025-09-16 | Option exercise | 137,705 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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✚
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|
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|
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|
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|
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|
Redwood Coast Financial Partners
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CA | 151.8 M |