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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitPrime crest +more
- Established Date
- 08-16-2005
- Office Locations
- 1
Office Locations
About Harding Financial Group
Harding Financial Group is a Westerville, OH registered investment adviser (RIA) providing fee-based wealth management and planning across retirement, tax, estate, risk, cash-flow, and philanthropic strategies. The firm emphasizes fiduciary advice with transparent fees and a customized Investment Policy Statement, selecting solutions without proprietary product obligations. Portfolios include ETFs and are custodied at Charles Schwab; the team also publishes an investor podcast.
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Owner & Executives
MICHAEL ROBERT HARDING MR.
Associate Financial Advisor, Chief Compliance Officer, President
- CRD
- #4171553
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael William Holly
--
- CRD
- #6981734
Bennett James Steinfurth
--
- CRD
- #8135180
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,230,435 | $366,660 |
| Non-Discretionary | $0 | -- |
| Total | $160,230,435 | $366,660 |
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Separately Managed Accounts
Total SMA Asset: $160,230,435
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $866,200,690 | 31.6% |
| Cash | $307,007,840 | 11.2% |
| Equity - Exchange | $531,781,436 | 19.4% |
| U.S. Government/Agency | $1,036,151,459 | 37.8% |
| Total | $2,741,141,425 | 100.0% |