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HAHN FINANCIAL GROUP
Legal name: HAHN FINANCIAL GROUP INC.
CRD 169787File 801-80401
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$188.7M
Bottom 25% of cohort (national)
Discretionary AUM
$188.7M
Clients
1,861
3,363 accounts
Employees
16
Below cohort median in SD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 14, 2014
- Principal office
- 1000 E. 41ST ST., SIOUX FALLS, SD, 57105
- Phone
- 605-275-3600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.7M
- Discretionary AUM
- $188.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,363
- Non-discretionary accounts
- 0
- Total accounts
- 3,363
- AUM per client
- $101K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11K |
| Charitable organizations | 14 | $5.8M |
| High net worth individuals | 52 | $42.1M |
| Individuals (other than high net worth individuals) | 1,794 | $140.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- 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 |
|---|---|---|---|
| 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.