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HACKMAN FINANCIAL GROUP
Legal name: HFG ADVISORS, INC.
CRD 282027File 801-111082
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$426.7M
Below cohort median (national)
Discretionary AUM
$346.7M
Non-discretionary $80.0M
Clients
675
2,091 accounts
Employees
9
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 1, 2017
- Principal office
- 7355 E. KEMPER ROAD, CINCINNATI, OH, 45249
- Phone
- (513) 891-5300
- Website
- HTTP://HACKMANFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.7M
- Discretionary AUM
- $346.7M
- Non-discretionary AUM
- $80.0M
- Discretionary accounts
- 734
- Non-discretionary accounts
- 1,357
- Total accounts
- 2,091
- AUM per client
- $632K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $10.4M |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 196 | $340.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 471 | $70.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 |
|---|---|---|---|---|
| May 1, 2026 | Clients | 439 | 675 | increased by236 |
| May 1, 2026 | AUM | $336,535,902 | $426,724,964 | increased by$90,189,062 |
| May 1, 2026 | Accounts | 718 | 2,091 | increased by1,373 |
| Mar 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Mar 1, 2026 | Clients | 401 | 439 | increased by38 |
| Mar 1, 2026 | AUM | $305,336,158 | $336,535,902 | increased by$31,199,744 |
| Mar 1, 2026 | Accounts | 655 | 718 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 208 | 401 | increased by193 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,156,420 | $305,336,158 | increased by$27,179,738 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 484 | 655 | increased by171 |
| Mar 1, 2022 | Employees | 8 | 9 | increased by1 |
| Mar 1, 2022 | Clients | 200 | 208 | increased by8 |
| Mar 1, 2022 | AUM | $210,338,000 | $278,156,420 | increased by$67,818,420 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HACKMAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HACKMAN 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.