$15.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2005
- Office Locations
- 1
Office Locations
-- Normal IL
About Greg Hodges Financial Advisory
Greg Hodges Financial Advisory is an independent, fee-only RIA providing financial planning and portfolio construction for retail clients. Led by CFP® Greg Hodges, the practice also incorporates insurance and life insurance planning when appropriate. Reported SMA positioning is ETF-centric (primarily equity ETFs) with a small cash allocation, enabling straightforward, scalable implementation.
Team overview
59 AVG AGE
$15.5M AVG AUM / ADVISOR
$594.5K AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
GREGORY LAVERNE HODGES
Financial Advisor, Owner
- CRD
- #1565573
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,455,822 | -- |
| Total | $15,455,822 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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