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HD MONEY, INC.
CRD 167623File 801-125764
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$386.1M
Below cohort median (national)
Discretionary AUM
$386.1M
Clients
484
998 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 2022
- Principal office
- 3322 BEE RIDGE ROAD, SUITE 200, SARASOTA, FL, 34239
- Phone
- 941-925-2121
- Website
- https://www.hdmoneyinc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.1M
- Discretionary AUM
- $386.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 998
- Non-discretionary accounts
- 0
- Total accounts
- 998
- AUM per client
- $798K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 484 | $386.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 471 | 484 | increased by13 |
| Apr 1, 2026 | AUM | $294,028,000 | $386,124,803 | increased by$92,096,803 |
| Apr 1, 2026 | Accounts | 960 | 998 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 10 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 346 | 471 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $154,127,019 | $294,028,000 | increased by$139,900,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 687 | 960 | increased by273 |
| Jul 1, 2022 | Clients | 594 | 346 | decreased by248 |
| Jul 1, 2022 | AUM | $249,000,000 | $154,127,019 | decreased by$94,872,981 |
| Jul 1, 2022 | Accounts | 594 | 687 | increased by93 |
| Jun 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HD MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HD MONEY” 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.