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- Custodian
- Charles Schwab & Company · Hilltop Securities · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Pioneer bridgeMeridian peak
- Established Date
- 04-20-1999
- Office Locations
- 25
Office Locations
About Hantz Financial Services, Inc.
Hantz Financial Services (Hantz Group) is a Michigan-based advisory firm serving busy professionals, active retirees, and business owners with a family-office style, holistic model spanning financial planning, tax strategy, estate planning, lending, and insurance alongside discretionary asset management. Investment programs emphasize ETF-based portfolios. A differentiator for partners is Hantz 360, its proprietary platform that keeps a real-time view of client finances; custody includes Schwab.
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Owner & Executives
David Joseph Arnold
Certified Financial Planner, Senior Vice President
- CRD
- #6738208
- Ownership
- Less than 5%
JOHN FREDERICK BEEBE
Intern, Senior Vice President
- CRD
- #4151293
- Ownership
- Less than 5%
Vector harbor
Vertex alpha pathway
- CRD
- #82565
- Ownership
- 10.8%
Showing 2 of 16 owners & executives
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MICHAEL GEORGE ADDOR
Investment Advisor
- CRD
- #2029983
Daniel Alarie
--
- CRD
- #7040929
Summit element
Radial alpha
- CRD
- #27285
Showing 2 of 425 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,985,252,982 | $76,625 |
| Non-Discretionary | $1,015,295,150 | $242,372 |
| Total | $10,000,548,132 | $82,342 |
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Separately Managed Accounts
Total SMA Asset: $10,000,548,132
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $913,676,617 | 13.8% |
| Cash | $2,310,674,924 | 34.9% |
| Municipal Bonds | $1,986,253,516 | 30.0% |
| U.S. Government/Agency | $1,410,239,997 | 21.3% |
| Total | $6,620,845,054 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN NORTH UNISON | CAPITAL TIMBER | I81NC5VMQ | CCZND | 10.52% | $105,254,077 |
| RIDGE ELEMENT | EAGLE CAPITAL | 73N5BN4GZ | ORISO | 3.18% | $107,605,134 |
| DELTA LEGACY | CATALYST FRONTIER | 0CZIZ0XYN | LQWI | 2.35% | $3,556,704 |
| VERTEX ALPHA | ATLAS GLACIER | BMBZF76SF | MZUU | 0.73% | $38,573,241 |
| NORTH HORIZON | FOUNDATION HARBOR | 3YA5C6J0Z | XRCHC | 3.95% | $115,327,697 |
| OPTIMA OPTIMA VERTEX | VECTOR INSIGHT | LHBZM927P | KGM | 7.71% | $72,194,773 |
| DELTA PIONEER MOMENTUM | LEGACY SUMMIT | QIOK7FZS7 | KBG | 7.19% | $27,768,393 |
| ELEMENT BRIDGE QUANTUM | EMBER LEGACY | SA071GP79 | NKKDO | 11.05% | $16,659,701 |