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| Keyboard |
| Harding Financial Group LLC
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|---|---|
| CRD # | 135731 |
| SEC # | 801-131870 |
| CIK # | |
| AUM | 160.2 M (2026-06-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-515-4722 |
| Address | 608 Office Parkway Suite A Westerville, OH 43082 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 25.7 |
| (b) Individuals (high net worth individuals) | 44 | 128.5 |
| (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 | 4 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 160.2 |
| By Discretionary | ||
| Discretionary | 437 | 160.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 160.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.2 | |
| Total | 437 | 160.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Eddie Patel Inc
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The Wealth Group Ltd
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Arbor Private Wealth LLC
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|
Steven Feldstein & Associates
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160.0 M | |
|
Fidelis Financial Planning LLC
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|
Kensington Financial Advisors LLC
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