|
⚲
|
| Keyboard |
| Hughes Financial Services LLC
✚
|
|
|---|---|
| CRD # | 173195 |
| SEC # | 801-80866 |
| CIK # | 0002054465 |
| AUM | 759.8 M (2026-02-10) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-669-3660 |
| Address | 2201 Cooperative Way Herndon, VA 20171 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 16.0 | ||
| Apple Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 185.6 |
| (b) Individuals (high net worth individuals) | 282 | 573.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 2,327 | 759.8 |
| By Discretionary | ||
| Discretionary | 27 | 747.7 |
| Non-Discretionary | 2,300 | 12.1 |
| Total | 2,327 | 759.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 759.8 | |
| Total | 2,327 | 759.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054465] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 764.9 M |
|
Perennial Advisors LLC
✚
|
NY | 761.9 M |
|
Sterling Financial Planning Inc
✚
|
NJ | 760.8 M |
|
American Wealth Management
✚
|
NV | 760.5 M |
|
SFG Wealth Management LLC
✚
|
MD | 760.2 M |
|
Independent Family Office LLC
✚
|
NY | 760.1 M |
|
Strong Tower Advisory Services LLC
✚
|
MN | 759.2 M |
|
Provident Wealth Management LLC
✚
|
TN | 758.5 M |
|
Paratus Financial Inc
✚
|
TX | 757.4 M |
|
Hi-Line Capital Management LLC
✚
|
SD | 756.6 M |