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| Keyboard |
| The Hogan-Knotts Financial Group Inc
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|---|---|
| CRD # | 106758 |
| SEC # | 801-33850 |
| CIK # | |
| AUM | 331.6 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 732-842-7400 |
| Address | 298 Broad St Red Bank, NJ 07701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 40.3 |
| (b) Individuals (high net worth individuals) | 85 | 258.9 |
| (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 | 25 | 29.6 |
| (h) Charitable organizations | 4 | 0.2 |
| (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 | 1 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 331.6 |
| By Discretionary | ||
| Discretionary | 661 | 331.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 331.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 331.5 | |
| Total | 661 | 331.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 180 (1 non-US) |
| Serves | Retail |
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|---|---|---|
|
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✚
|
FL | 333.3 M |
|
Fairfield Financial Advisors Ltd
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|
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|
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The McHugh Group LLC
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|
The Nestegg Group Inc
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|
Lynch Asset Management Inc
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|
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|
Dustin Blodgett Insight Capital LLC
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