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| HF Advisory Group LLC
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|---|---|
| CRD # | 309051 |
| SEC # | 801-125758 |
| CIK # | 0001963169 |
| AUM | $321.5 M (2026-03-10) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 410-571-1415 |
| Address | 166 Defense Highway Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.6 | ||
| Microsoft Corp | 6.4 | ||
| Verizon Communications Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Transcanada Corp | 5.4 | ||
| Plains GP Holdings LP | 5.1 | ||
| Amazon Com Inc | 5.0 | ||
| Wells Fargo & Co/MN | 5.0 | ||
| Kenvue Inc | 5.0 | ||
| Applied Materials Inc /DE | 4.5 | ||
| Southern Co | 4.3 | ||
| Priceline Com Inc | 4.1 | ||
| Facebook Inc | 4.0 | ||
| United Technologies Corp /DE/ | 3.9 | ||
| Visa Inc | 3.9 | ||
| Philip Morris International Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Kilroy Realty Corp | 3.9 | ||
| Schwab Charles Corp | 3.8 | ||
| Royal Dutch Shell PLC | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 120.9 |
| (b) Individuals (high net worth individuals) | 99 | 200.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,301 | 321.5 |
| By Discretionary | ||
| Discretionary | 1,301 | 321.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,301 | 321.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.5 | |
| Total | 1,301 | 321.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963169] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REIK & Co LLC
✚
|
0.3 | |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Shum Financial Group Inc
✚
|
CA | 0.3 |
|
BB Graham & Company Inc
✚
|
CA | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Strategic Financial Partners Ltd
✚
|
0.3 | |
|
Toomey Investment Management Inc
✚
|
CT | 0.3 |
|
Meadowbrook Advisors Group LLC
✚
|
0.3 | |
|
HW Capital LLC
✚
|
CA | 0.3 |