HOPWOOD FINANCIAL SERVICES, INC.

CRD 127927File 801-62268

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$750.3M

Above cohort median (national)

Discretionary AUM

$750.3M

Clients

288

1,068 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 12, 2003
Principal office: 10740 PARKRIDGE BLVD., SUITE 150, RESTON, VA, 20191
Phone: 703-787-0008
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/HOPWOOD-FINANCIAL-SERVICES/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $750.3M
Discretionary AUM: $750.3M
Non-discretionary AUM: $0
Discretionary accounts: 1,068
Non-discretionary accounts: 0
Total accounts: 1,068
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
Charitable organizations	Fewer than 5	$1.2M
High net worth individuals	169	$695.9M
Pension and profit sharing plans	Fewer than 5	$7.0M
Individuals (other than high net worth individuals)	114	$43.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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 11

This 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.