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HUNGERFORD FINANCIAL LLC
Legal name: HANC WEALTH MANAGEMENT, LLC
CRD 249789File 801-114535
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$492.1M
Above cohort median (national)
Discretionary AUM
$456.7M
Non-discretionary $35.4M
Clients
349
1,061 accounts
Employees
5
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 30, 2019
- Principal office
- 2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI, 49546
- Phone
- 616-302-1558
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $492.1M
- Discretionary AUM
- $456.7M
- Non-discretionary AUM
- $35.4M
- Discretionary accounts
- 1,039
- Non-discretionary accounts
- 22
- Total accounts
- 1,061
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.1M |
| Charitable organizations | 35 | $92.4M |
| High net worth individuals | 94 | $289.7M |
| Pension and profit sharing plans | 22 | $35.4M |
| Individuals (other than high net worth individuals) | 191 | $71.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 317 | 349 | increased by32 |
| Apr 1, 2026 | AUM | $378,295,537 | $492,087,918 | increased by$113,792,381 |
| Apr 1, 2026 | Accounts | 892 | 1,061 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 347 | 317 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $221,448,754 | $378,295,537 | increased by$156,846,783 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 760 | 892 | increased by132 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 258 | 347 | increased by89 |
| Apr 1, 2022 | AUM | $249,773,614 | $221,448,754 | decreased by$28,324,860 |
| Apr 1, 2022 | Accounts | 662 | 760 | increased by98 |
| Dec 1, 2021 | Custody | Yes | No | |
| Nov 1, 2021 | Clients | 262 | 258 | decreased by4 |
| Nov 1, 2021 | AUM | $252,608,491 | $249,773,614 | decreased by$2,834,877 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUNGERFORD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUNGERFORD 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.