H
CRD: 141656
Hackett Financial Group, LLC
$159.1M Total AUM
$159.1M Disc. AUM
-- 3Y CAGR
7 Employees
254 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumHarbor
- Established Date
- 10-13-2006
- Office Locations
- 1
Office Locations
840 East Summit Drive Wimberley TX
About Hackett Financial Group, LLC
Hackett Financial Group (HFG) is an independent Texas RIA based in Wimberley providing professional investment management, comprehensive financial planning, and income tax preparation. Portfolios incorporate public funds and ETFs and can include fixed income and real estate/alternative exposures as part of asset allocation and risk management. Custodied with Charles Schwab & Co.
Team overview
40 AVG AGE
$79.6M AVG AUM / ADVISOR
$626.5K AVG AUM / CLIENT
8.5 yrs AVG TENURE
7 Employees
2 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Atlas Radial capital
Custodian
Wave beacon Summit Focus vector
Investment Themes
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Investment Vehicles
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Services
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Technology
Momentum Legacy
Owner & Executives
S
SCOTT GLENN HACKETT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2685472
- Ownership
- 50% but less than 75%
(852) 578-1895
catalyst.pioneer@signalcapital.com
in linkedin.com/in/crest-prime
E
Erik Neil Drewry
Managing Member, Owner
- CRD
- #7374505
- Ownership
- 25% but less than 50%
(321) 652-5358
value.ember@vertexcapital.com
in linkedin.com/in/ember-crest
Showing 2 of 2 owners & executives
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D
DANIAL JAMES VERHAALEN
Principal
- CRD
- #6240827
(218) 732-7140
horizon.timber@frontiercapital.com
in linkedin.com/in/peak-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,133,568 | $224,132 |
| Non-Discretionary | $0 | -- |
| Total | $159,133,568 | $224,132 |
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Separately Managed Accounts
Total SMA Asset: $159,133,568
Public Funds:
14.6% Other:
14.7% Equity - Exchange:
17.8% Cash:
24.5% Corporate - Investment Grade:
12.0% Private Funds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $513,917,622 | 14.6% |
| Other | $517,437,606 | 14.7% |
| Equity - Exchange | $626,557,101 | 17.8% |
| Cash | $862,396,009 | 24.5% |
| Corporate - Investment Grade | $422,398,045 | 12.0% |
| Private Funds | $577,277,329 | 16.4% |
| Total | $3,519,983,712 | 100.0% |