CRD: 119777
Hacket Asset Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
About Hacket Asset Management, Inc.
Hackett Wealth Management provides customized wealth management, retirement planning, and estate strategy for entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals. The team emphasizes portfolio construction and risk management with ongoing plan implementation through market volatility and life changes. Public profile data indicates Schwab custody and an ETF-oriented SMA mix.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $713.6K in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
FRANCIS CHARLES HACKET
Investment Advisor, President
- CRD
- #1103140
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,418,026 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,418,026 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hacket Asset Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.