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HANTZ FINANCIAL SERVICES, INC.
CRD 46047File 801-106859
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.00B
Top 10% of cohort (national)
Discretionary AUM
$8.99B
Non-discretionary $1.02B
Clients
24,070
121,451 accounts
Employees
435
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 19, 2015
- Principal office
- 26200 AMERICAN DRIVE, FIFTH FLOOR, SOUTHFIELD, MI, 48034
- Phone
- 248-304-2855
- Website
- HTTP://WWW.HANTZGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.00B
- Discretionary AUM
- $8.99B
- Non-discretionary AUM
- $1.02B
- Discretionary accounts
- 117,262
- Non-discretionary accounts
- 4,189
- Total accounts
- 121,451
- AUM per client
- $415K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 191 | $48.6M |
| Charitable organizations | 230 | $15.1M |
| High net worth individuals | 2,423 | $4.50B |
| Pension and profit sharing plans | 25 | $12.7M |
| Individuals (other than high net worth individuals) | 21,201 | $5.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- 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
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 | 402 | 435 | increased by33 |
| Apr 1, 2026 | Clients | 22,039 | 24,070 | increased by2,031 |
| Apr 1, 2026 | AUM | $7,817,501,016 | $10,000,548,132 | increased by$2,183,047,116 |
| Apr 1, 2026 | Accounts | 111,576 | 121,451 | increased by9,875 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 318 | 402 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16,524 | 22,039 | increased by5,515 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,652,197,703 | $7,817,501,016 | increased by$2,165,303,313 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 69,591 | 111,576 | increased by41,985 |
| Mar 1, 2022 | Employees | 312 | 318 | increased by6 |
| Mar 1, 2022 | Clients | 14,412 | 16,524 | increased by2,112 |
| Mar 1, 2022 | AUM | $4,192,603,583 | $5,652,197,703 | increased by$1,459,594,120 |
| Mar 1, 2022 | Accounts | 51,123 | 69,591 | increased by18,468 |
| 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 “HANTZ FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HANTZ 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.