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H Financial Management

H Financial Management. CRD 148209

H

CRD: 148209

H Financial Management

Canonsburg, PA, 15317
7247459406
$621.9M Total AUM
$569.6M Disc. AUM
9.6% 3Y CAGR
6 Employees
557 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
02-20-2009
Office Locations
1

Office Locations

400 Southpointe Blvd. Plaza ONE, Suite 420 Canonsburg PA

About H Financial Management

H Financial Management is an independent Canonsburg, PA wealth manager founded by Garrett Hoge (1981). The firm delivers personalized financial planning and portfolio management for a selective high-net-worth client base, and advises businesses on qualified retirement plans (401(k)) as plan fiduciaries. Emphasizes frequent, proactive client communication and open-architecture investment selection; custody includes Fidelity/NFS.

Team overview

-- AVG AGE
$103.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Momentum

Investment Themes

Delta

Investment Vehicles

Legacy Wave Harbor element

Platform

Unison Alpha timber

Services

Glacier Prime Beacon Zenith oak Quantum

Owner & Executives

K

KENT DAVID ALOIA

Chief Compliance Officer

CRD
#5415643
Ownership
Less than 5%
(243) 765-9989
optima.horizon@embercapital.com
in linkedin.com/in/fusion-momentum
GARRETT STEWART HOGE

GARRETT STEWART HOGE

President

CRD
#1185035
Ownership
Less than 5%
(802) 241-7563
matrix.pathway@optimacapital.com
in linkedin.com/in/focus-legacy

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Contacts

A

AMANDA Oswald Booth

Financial Advisor

CRD
#6199841
(769) 796-9416
quantum.ember@capitalcapital.com
in linkedin.com/in/focus-prime
J

JEFFREY ANDREW KARNS

--

CRD
#5151328
(796) 460-8715
prime.unison@alphacapital.com
in linkedin.com/in/vital-ridge
L

Legacy capital

Vital fusion

CRD
#84248
(951) 956-3617
horizon.peak@legacycapital.com
in linkedin.com/in/unison-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-23-2022
11-02-2023
11-19-2024
09-11-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $569,640,808 $406,306
Non-Discretionary $52,242,158 $189,283
Total $621,882,966 $370,610

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Separately Managed Accounts

Total SMA Asset: $621,882,966

$621.9M Total SMA
Public Funds:
25.5%
Equity - Exchange:
15.1%
Cash:
17.2%
U.S. Government/Agency:
8.8%
Corporate - Investment Grade:
24.1%
Municipal Bonds:
9.3%
Asset class Assets Assets %
Public Funds $1,916,339,073 25.5%
Equity - Exchange $1,134,773,333 15.1%
Cash $1,292,589,492 17.2%
U.S. Government/Agency $661,324,857 8.8%
Corporate - Investment Grade $1,811,128,300 24.1%
Municipal Bonds $698,900,133 9.3%
Total $7,515,055,188 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA FUSION LEGACY ALPHA BRIDGE YCKWOYHBP MYO 7.25% $74,617,972
INSIGHT BRIDGE LEGACY GLACIER ATLAS FPA0P45L0 HKRGB 10.78% $109,388,906
FRONTIER TIMBER CATALYST MOMENTUM INSIGHT QBNK1DC0T VZIKG 3.97% $111,966,703
PRIME ATLAS TIMBER VITAL J2UOETUK1 CDPSQ 0.82% $104,612,426
RADIAL FOUNDATION EMBER VALUE EGNIZ8N8U NLHYP 8.14% $111,007,806
ZENITH OAK VECTOR BEACON RADIAL BZ3F8634M YAH 3.86% $27,871,109
PEAK MOMENTUM FRONTIER DELTA FAGQ9Q0E2 ASFV 0.85% $80,364,913
ELEMENT PEAK CREST ALPHA CATALYST BX7EWILU7 SUW 2.19% $88,585,522

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