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HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CRD 117097File 801-123558
APPROVED
Retail clients
Custody
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$221.6M
Below cohort median (national)
Discretionary AUM
$214.4M
Non-discretionary $7.1M
Clients
178
178 accounts
Employees
3
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 28, 2022
- Principal office
- 280 MAIN STREET, NEW LONDON, NH, 03257
- Phone
- 603-526-4099
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.6M
- Discretionary AUM
- $214.4M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 177
- Non-discretionary accounts
- 1
- Total accounts
- 178
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $10.8M |
| High net worth individuals | 68 | $171.5M |
| Individuals (other than high net worth individuals) | 103 | $39.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.