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H FINANCIAL MANAGEMENT
Legal name: HOGE FINANCIAL SERVICES, LLC
CRD 148209File 801-69665
APPROVED
Retail clients
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$621.9M
Above cohort median (national)
Discretionary AUM
$569.6M
Non-discretionary $52.2M
Clients
557
1,678 accounts
Employees
6
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 20, 2009
- Principal office
- 400 SOUTHPOINTE BLVD., PLAZA ONE, SUITE 420, CANONSBURG, PA, 15317
- Phone
- 724-745-9406
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $621.9M
- Discretionary AUM
- $569.6M
- Non-discretionary AUM
- $52.2M
- Discretionary accounts
- 1,402
- Non-discretionary accounts
- 276
- Total accounts
- 1,678
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $3.1M |
| High net worth individuals | 166 | $434.2M |
| Pension and profit sharing plans | 11 | $62.7M |
| Individuals (other than high net worth individuals) | 378 | $121.9M |
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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 543 | 557 | increased by14 |
| Apr 1, 2026 | AUM | $533,769,756 | $621,882,966 | increased by$88,113,210 |
| Apr 1, 2026 | Accounts | 1,589 | 1,678 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 528 | 543 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $441,206,792 | $533,769,756 | increased by$92,562,964 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,379 | 1,589 | increased by210 |
| Feb 1, 2022 | Clients | 512 | 528 | increased by16 |
| Feb 1, 2022 | AUM | $373,527,023 | $441,206,792 | increased by$67,679,769 |
| Feb 1, 2022 | Accounts | 1,304 | 1,379 | increased by75 |
| Oct 1, 2021 | Employees | 6 | 5 | decreased by1 |
| May 1, 2021 | Employees | 5 | 6 | increased by1 |
| 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 “FINANCIAL MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL MANAGEMENT” 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.