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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2014
- Office Locations
- 1
Office Locations
About Hahn Financial Group
Hahn Financial Group, Inc. is an SEC-registered RIA serving employers, associations, churches/nonprofits, and individuals. The firm designs and implements 401(k) and specialized 403(b)(9) denominational plans, delivers investment management and wealth management, and advises on employer health plans and benefits (including self-funding with stop-loss). Works collaboratively with associations, attorneys, and CPAs, with a team-based service model for large plan designs.
Reported data analysis
What the numbers show
Between November 24, 2025 and August 5, 2026, reported AUM increased 10.2%, from $171.2M to $188.7M.
Across 5 reported observations, AUM increased 127.2% between November 3, 2022 and August 5, 2026, from $83.1M to $188.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 3,643 clients, or 404.8 clients per representative. That equates to $51.8K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on August 5, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KELLY ANN HAHN
Chief Compliance Officer, Co-Owner, Financial Analyst
- CRD
- #4632939
- Ownership
- Less than 5%
VERLYN EARL HAHN
President
- CRD
- #1590372
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nikolas Stefan Boyce
Financial Advisor
- CRD
- #6067566
KELLY RAY DEBERG
--
- CRD
- #8132636
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,686,620 | $56,107 |
| Non-Discretionary | $0 | -- |
| Total | $188,686,620 | $56,107 |
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Separately Managed Accounts
SMA allocation detail is available
Hahn Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.