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| HFG Advisors Inc
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|---|---|
| CRD # | 282027 |
| SEC # | 801-111082 |
| CIK # | 0001911087 |
| AUM | 426.7 M (2026-04-14) |
| Employees | 9 (67% Investors, 78% Brokers) |
| Phone | 513-891-5300 |
| Address | 7355 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 2.8 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.4 | ||
| Apple Inc | 1.4 | ||
| General Electric Co | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 70.2 |
| (b) Individuals (high net worth individuals) | 196 | 340.3 |
| (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 | 4.3 |
| (h) Charitable organizations | 0 | 1.5 |
| (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 | 8 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,091 | 426.7 |
| By Discretionary | ||
| Discretionary | 734 | 346.7 |
| Non-Discretionary | 1,357 | 80.0 |
| Total | 2,091 | 426.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.7 | |
| Total | 2,091 | 426.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911087] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Water Asset Management LLC
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Haven Private LLC
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Kerux LLC
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McCarter Private Wealth Services LLC
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Coordinated Financial Services Inc
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Beacon Bridge Wealth Partners LLC
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Quad-Cities Investment Group LLC
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|
Trinity Wealth Management LLC
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