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| HFM Investment Advisors Inc
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|---|---|
| CRD # | 115799 |
| SEC # | 801-111727 |
| CIK # | 0002067972 |
| AUM | 493.1 M (2026-05-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 302-234-9777 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002067972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.4 | ||
| Cisco Systems Inc | 0.8 | ||
| General Electric Co | 0.7 | ||
| Rockwell Automation Inc | 0.6 | ||
| GE Vernova Inc | 0.5 | ||
| 3M Co | 0.5 | ||
| International Business Machines Corp | 0.4 | ||
| Tesla Motors Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Constellation Energy Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Bristol Myers Squibb Co | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Exelon Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 102.0 |
| (b) Individuals (high net worth individuals) | 127 | 381.9 |
| (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 | 2 | 9.2 |
| (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 | 589 | 493.1 |
| By Discretionary | ||
| Discretionary | 589 | 493.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 589 | 493.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.1 | |
| Total | 589 | 493.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002067972] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Wealth Management Inc
✚
|
IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 494.6 M |
|
Balanced Wealth Group LLC
✚
|
OH | 494.1 M |
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |
|
Allred Capital Management LLC
✚
|
TX | 493.4 M |
|
Symmetry Capital Advisors LLC
✚
|
TX | 492.7 M |
|
Fusion Capital LLC
✚
|
SC | 492.3 M |
|
Monetary Management Group Inc
✚
|
MO | 492.3 M |
|
HANC Wealth Management LLC
✚
|
MI | 492.1 M |
|
Tyler Street Capital
✚
|
MA | 491.5 M |