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HUGHES FINANCIAL SERVICES, LLC
CRD 173195File 801-80866
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$759.8M
Above cohort median (national)
Discretionary AUM
$747.7M
Non-discretionary $12.1M
Clients
840
2,327 accounts
Employees
12
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 2, 2015
- Principal office
- 2201 COOPERATIVE WAY, SUITE 150, HERNDON, VA, 20171
- Phone
- 703-669-3660
- Website
- HTTP://WWW.H4FS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $759.8M
- Discretionary AUM
- $747.7M
- Non-discretionary AUM
- $12.1M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 2,300
- Total accounts
- 2,327
- AUM per client
- $905K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $269K |
| High net worth individuals | 282 | $573.9M |
| Individuals (other than high net worth individuals) | 557 | $185.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 10 | 12 | increased by2 |
| Mar 1, 2026 | Clients | 770 | 840 | increased by70 |
| Mar 1, 2026 | AUM | $616,361,633 | $759,792,822 | increased by$143,431,189 |
| Mar 1, 2026 | Accounts | 2,110 | 2,327 | increased by217 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 613 | 770 | increased by157 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $432,900,577 | $616,361,633 | increased by$183,461,056 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,107 | 2,110 | increased by3 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 556 | 613 | increased by57 |
| Apr 1, 2022 | AUM | $377,694,578 | $432,900,577 | increased by$55,205,999 |
| Apr 1, 2022 | Accounts | 1,895 | 2,107 | increased by212 |
| 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 “HUGHES FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUGHES 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.