HFG ADVISORS, INC.

CRD 316446File 801-123046

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$113.4M

Bottom 25% of cohort (national)

Discretionary AUM

$113.2M

Non-discretionary $244K

Clients

133

362 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 13, 2022
Principal office: 8131 W. GRANDRIDGE BLVD, SUITE 1, KENNEWICK, WA, 99336
Phone: 509-735-7507
Website: https://hfgtrust.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $113.4M
Discretionary AUM: $113.2M
Non-discretionary AUM: $244K
Discretionary accounts: 358
Non-discretionary accounts: 4
Total accounts: 362
AUM per client: $853K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$433K
High net worth individuals	33	$79.0M
Individuals (other than high net worth individuals)	100	$34.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.