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HD Money, Inc.

HD Money, Inc.. CRD 167623

HD Money, Inc. logo

CRD: 167623

HD Money, Inc.

Sarasota, FL, 34239
9419252121
hdmoneyinc.com
$386.1M Total AUM
$386.1M Disc. AUM
31.7% 3Y CAGR
12 Employees
484 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
FocusCatalyst capital
Established Date
06-30-2015
Office Locations
2

Office Locations

1800 2ND Street Suite 720 Sarasota FL
3322 BEE Ridge Road Suite 200 Sarasota FL

About HD Money, Inc.

HD Money, Inc. is a Sarasota, FL RIA providing comprehensive financial planning, proactive wealth management, and portfolio management with an emphasis on retirement readiness and legacy planning. The firm supports planning needs like tax, insurance, and estate considerations and appears to implement model portfolios primarily via ETFs in its SMA program. Custody includes Charles Schwab.

Team overview

30 AVG AGE
$96.5M AVG AUM / ADVISOR
$797.8K AVG AUM / CLIENT
4.7 yrs AVG TENURE
12 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Signal glacier Legacy Capital Element horizon Vector radial Bridge

Client Personas

Summit legacy Pathway optima

Custodian

Atlas vertex Quantum harbor Unison Bridge Frontier glacier

Investment Themes

Atlas ridge Signal Zenith quantum Pathway Bridge Timber

Investment Vehicles

Pioneer

Platform

Eagle

Services

Prime beacon Insight Peak Vertex Pioneer focus Glacier radial Vital meridian Vector vector Prime ridge Oak Bridge Beacon Foundation Legacy timber

Technology

Wave optima Capital harbor

Owner & Executives

PHILLIP BRUCE DICKSON

PHILLIP BRUCE DICKSON

Managing Member

CRD
#5757493
Ownership
50% but less than 75%
(542) 213-7112
atlas.timber@oakcapital.com
in linkedin.com/in/meridian-foundation
STUART KENNETH DICKSON JR.

STUART KENNETH DICKSON JR.

Managing Member

CRD
#6481690
Ownership
50% but less than 75%
(753) 568-4166
quantum.capital@momentumcapital.com
in linkedin.com/in/vector-wave
E

Eagle north

Matrix delta

CRD
#97446
Ownership
41.1%
(955) 366-6597
atlas.harbor@focuscapital.com
in linkedin.com/in/horizon-matrix

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Contacts

D

DAVID JOHN BERNS

--

CRD
#6398192
(820) 202-6445
bridge.crest@momentumcapital.com
in linkedin.com/in/pioneer-legacy
GABRIEL ISAAC KAUFMANN

GABRIEL ISAAC KAUFMANN

Financial Advisor

CRD
#7333424
(766) 538-7483
pioneer.delta@fusioncapital.com
in linkedin.com/in/alpha-prime
P

Pioneer capital

Eagle timber capital

CRD
#53337
(555) 468-5591
matrix.eagle@embercapital.com
in linkedin.com/in/horizon-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
09-13-2023
12-23-2024
07-09-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $386,124,803 $386,899
Non-Discretionary $0 --
Total $386,124,803 $386,899

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Separately Managed Accounts

Total SMA Asset: $386,124,803

$386.1M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $7,765,555,924 100.0%
Total $7,765,555,924 100.0%

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