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| Happy Holidays!! thanks for using AUM13F!! |
| HF Advisory Group LLC
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| CRD # | 309051 |
| SEC # | 801-125758 |
| CIK # | 0001963169 |
| AUM | $250.4 M (2025-02-21) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 410-571-1415 |
| Address | 166 Defense Highway Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.0 | ||
| Facebook Inc | 5.6 | ||
| Alphabet Inc | 4.9 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Verizon Communications Inc | 4.2 | ||
| Amazon Com Inc | 4.2 | ||
| Priceline Com Inc | 4.1 | ||
| Wells Fargo & Co/MN | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.6 | ||
| VISA Inc | 3.5 | ||
| Pfizer Inc | 3.3 | ||
| Schwab Charles Corp | 3.3 | ||
| Plains GP Holdings LP | 3.3 | ||
| Transcanada Corp | 3.2 | ||
| Oracle Corp | 3.1 | ||
| Kenvue Inc | 2.8 | ||
| Royal Dutch Shell PLC | 2.7 | ||
| Southern Co | 2.7 | ||
| Exxon Mobil Corp | 2.7 | ||
| United Technologies Corp /DE/ | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 91.8 |
| (b) Individuals (high net worth individuals) | 78 | 158.6 |
| (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 | 1,063 | 250.4 |
| By Discretionary | ||
| Discretionary | 1,063 | 250.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,063 | 250.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.4 | |
| Total | 1,063 | 250.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963169] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Universal Financial Advisors LLC
✚
|
MO | 0.3 |
|
Signature Equity Partners LLC
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|
OH | 0.3 |
|
Powers Advisory Group LLC
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|
IL | 0.3 |
|
Victus Captial Wealth LLC
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|
CA | 0.3 |
|
Three Peaks Capital Management LLC
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|
CO | 0.3 |
|
Guided Capital Wealth Management LLC
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|
TX | 0.3 |
|
Wallace Advisory Group LLC
✚
|
CA | 0.2 |
|
Hesen & Haslam LLC
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|
CA | 0.2 |
|
Otto & Associates Inc
✚
|
VT | 0.2 |
|
Finer Wealth Management Inc
✚
|
MA | 0.2 |