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Hackman Financial Group

Hackman Financial Group. CRD 282027

Hackman Financial Group logo

CRD: 282027

Hackman Financial Group

Cincinnati, OH, 45249
5138915300
www.hackmanfinancial.com
$426.7M Total AUM
$346.7M Disc. AUM
23.5% 3Y CAGR
9 Employees
675 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
OakAtlas frontier
Established Date
04-20-2016
Office Locations
1

Office Locations

7355 E. Kemper Road Cincinnati OH

About Hackman Financial Group

Hackman Financial Group is a Cincinnati-based advisory firm providing personalized wealth management and financial planning for individuals and families, with a focus on retirement readiness, college savings, and estate strategies. They build customized investment solutions and also support employers with employee benefits, working across multiple insurance carriers and administrators. Operates on the LPL Financial platform.

Team overview

65 AVG AGE
$71.1M AVG AUM / ADVISOR
$632.2K AVG AUM / CLIENT
7.6 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Optima Ridge Crest beacon

Client Personas

Optima pioneer

Custodian

Harbor beacon Legacy Ridge Signal harbor Foundation

Investment Themes

Quantum Momentum

Investment Vehicles

Harbor Atlas

Services

Frontier bridge Timber Beacon Beacon pathway Horizon zenith Eagle Meridian Glacier catalyst Vector

Technology

Foundation ridge Focus

Owner & Executives

MICHAEL ROBERT HACKMAN

MICHAEL ROBERT HACKMAN

Chief Compliance Officer, President

CRD
#1738446
Ownership
75% or more
(846) 431-5519
oak.north@catalystcapital.com
in linkedin.com/in/timber-frontier

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Contacts

Stephen Michael Hackman

Stephen Michael Hackman

--

CRD
#7492640
(480) 857-2000
north.delta@ridgecapital.com
in linkedin.com/in/focus-momentum
J

JOSEPH LUKE JONES

Senior Vice President

CRD
#3029459
(522) 225-7228
frontier.element@timbercapital.com
in linkedin.com/in/ember-insight
B

Bridge focus

Oak momentum

CRD
#32164
(973) 766-6968
delta.quantum@meridiancapital.com
in linkedin.com/in/focus-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2022
05-25-2023
11-20-2024
10-10-2025
04-14-2026
Category Assets AVG. Account size
Discretionary $346,738,403 $472,396
Non-Discretionary $79,986,561 $58,944
Total $426,724,964 $204,077

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Separately Managed Accounts

Total SMA Asset: $426,724,964

$426.7M Total SMA
Public Funds:
47.5%
Equity - Exchange:
13.0%
Cash:
14.3%
Private Funds:
25.2%
Asset class Assets Assets %
Public Funds $1,584,993,495 47.5%
Equity - Exchange $433,787,693 13.0%
Cash $477,166,463 14.3%
Private Funds $840,880,759 25.2%
Total $3,336,828,410 100.0%

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