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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-22-2020
- Office Locations
- 2
Office Locations
About HF Advisory Group, LLC
HF Advisory Group is a boutique financial planning and investment management firm serving families, individuals, and business owners in the Baltimore–Washington metro, with a focus on building and sustaining retirement lifestyles. The firm uses a Riskalyze risk-tolerance questionnaire and offers an eMoney client portal for account aggregation; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 21, 2025 and March 10, 2026, reported AUM increased 28.4%, from $250.4M to $321.5M.
Across 5 reported observations, AUM increased 185.0% between November 17, 2022 and March 10, 2026, from $112.8M to $321.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 464 clients, or 232 clients per representative. That equates to $692.9K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on March 10, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full HF Advisory Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND LEE HOBSON
Chief Compliance Officer, Managing Member
- CRD
- #2454746
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARIANNE RECHELLE DURHAM
Financial Advisor
- CRD
- #5718297
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,503,925 | $247,121 |
| Non-Discretionary | $0 | -- |
| Total | $321,503,925 | $247,121 |
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Separately Managed Accounts
SMA allocation detail is available
HF Advisory Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HF Advisory Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.