HACKETT FINANCIAL GROUP, LLC

CRD 141656File 801-132704

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$159.1M

Bottom 25% of cohort (national)

Discretionary AUM

$159.1M

Clients

254

710 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 30, 2025
Principal office: 840 EAST SUMMIT DRIVE, WIMBERLEY, TX, 78676
Phone: (512) 847-0630
Website: HTTPS://TWITTER.COM/HACKETTFINGRP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $159.1M
Discretionary AUM: $159.1M
Non-discretionary AUM: $0
Discretionary accounts: 710
Non-discretionary accounts: 0
Total accounts: 710
AUM per client: $627K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$227K
High net worth individuals	46	$105.5M
Individuals (other than high net worth individuals)	206	$53.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
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 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.