$321.5M Total AUM
$321.5M Disc. AUM
38.0% 3Y CAGR
6 Employees
464 ADV. Clients
6 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2020
- Office Locations
- 2
Office Locations
166 Defense Highway Suite 102 Annapolis MD
-- Lake Forest CA
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.
Team overview
-- AVG AGE
$160.8M AVG AUM / ADVISOR
$692.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
Available
Technology
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Owner & Executives
RAYMOND LEE HOBSON
Chief Compliance Officer, Managing Member
- CRD
- #2454746
- Ownership
- 75% or more
Available
Available
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M
MARIANNE RECHELLE DURHAM
Financial Advisor
- CRD
- #5718297
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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