HANTZ FINANCIAL SERVICES, INC.

CRD 46047File 801-106859

APPROVED

Retail clients

Custody

Filing as of Jul 28, 2026

Feed vintage Aug 17, 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, 5G

Compensation

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 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.