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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 16 | increased by1 |
| Mar 1, 2026 | Clients | 1,774 | 1,861 | increased by87 |
| Mar 1, 2026 | AUM | $171,187,706 | $188,686,620 | increased by$17,498,914 |
| Mar 1, 2026 | Accounts | 2,495 | 3,363 | increased by868 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 15 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,617 | 1,774 | increased by157 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $133,906,986 | $171,187,706 | increased by$37,280,720 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,231 | 2,495 | increased by264 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,030 | 1,617 | increased by587 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $83,060,860 | $133,906,986 | increased by$50,846,126 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,362 | 2,231 | increased by869 |
| Jul 1, 2022 | Employees | 11 | 15 | increased by4 |
| Jul 1, 2022 | Clients | 970 | 1,030 | increased by60 |
| Jul 1, 2022 | AUM | $83,608,938 | $83,060,860 | decreased by$548,078 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAHN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAHN FINANCIAL” 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.