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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2009
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KENT DAVID ALOIA
Chief Compliance Officer
- CRD
- #5415643
- Ownership
- Less than 5%
GARRETT STEWART HOGE
President
- CRD
- #1185035
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AMANDA Oswald Booth
Financial Advisor
- CRD
- #6199841
JEFFREY ANDREW KARNS
--
- CRD
- #5151328
Legacy capital
Vital fusion
- CRD
- #84248
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Unlock allAssets Under Management
| 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
| 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 |