H FINANCIAL MANAGEMENT

Legal name: HOGE FINANCIAL SERVICES, LLC

CRD 148209File 801-69665

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$621.9M

Above cohort median (national)

Discretionary AUM

$569.6M

Non-discretionary $52.2M

Clients

557

1,678 accounts

Employees

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
Website: HTTP://WWW.HFINANCIALMANAGEMENT.COM/

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, 5G

Compensation

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 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.