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HINDS FINANCIAL GROUP INC
CRD 129971File 801-62684
APPROVED
Retail clients
Filing as of Dec 2, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$536.9M
Above cohort median (national)
Discretionary AUM
$525.5M
Non-discretionary $11.4M
Clients
298
629 accounts
Employees
10
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 16, 2004
- Principal office
- 141 UNION BLVD., SUITE 350, LAKEWOOD, CO, 80228
- Phone
- 303-985-9889
- Website
- HTTP://WWW.HINDSFG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $536.9M
- Discretionary AUM
- $525.5M
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 614
- Non-discretionary accounts
- 15
- Total accounts
- 629
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $255K |
| High net worth individuals | 136 | $465.6M |
| Individuals (other than high net worth individuals) | 162 | $71.0M |
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 businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 8 | 10 | increased by2 |
| Jan 1, 2026 | Clients | 299 | 298 | decreased by1 |
| Jan 1, 2026 | AUM | $496,088,506 | $536,898,649 | increased by$40,810,143 |
| Jan 1, 2026 | Accounts | 632 | 629 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 416 | 299 | decreased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $399,461,671 | $496,088,506 | increased by$96,626,835 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 578 | 632 | increased by54 |
| Jan 1, 2022 | Employees | 14 | 9 | decreased by5 |
| Jan 1, 2022 | Clients | 308 | 416 | increased by108 |
| Jan 1, 2022 | AUM | $351,255,180 | $399,461,671 | increased by$48,206,491 |
| Jan 1, 2022 | Accounts | 308 | 578 | increased by270 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HINDS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HINDS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.