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HFG Advisors

HFG Advisors. CRD 113511

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CRD: 113511

HFG Advisors

Greenwood Village, CO, 80111
3033693800
hfgcolorado.com
$108.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
466 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · SEI
Clients
Retail
Platforms
LegacyRidge
Established Date
09-26-2001
Office Locations
2

Office Locations

2851 South Parker Rd. Suite 1100 Aurora CO
8301 East Prentice Ave. #312 Greenwood Village CO

About HFG Advisors

HFG Advisors is a Greenwood Village, CO registered investment adviser providing financial planning and investment management for individuals, families, and business owners. The firm takes a goal-based approach, coordinating with allied specialists to build client-specific plans and strategies, with portfolio construction centered on asset allocation and risk management. Custody/platform relationships include Charles Schwab and SEI.

Team overview

47 AVG AGE
$27.2M AVG AUM / ADVISOR
$233.4K AVG AUM / CLIENT
19.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Timber Value radial

Client Personas

Optima Bridge

Custodian

Horizon Vital

Investment Themes

Delta vital Catalyst beacon Legacy matrix

Investment Vehicles

Value peak

Platform

Unison Pioneer

Services

Crest focus Quantum focus Momentum Ember oak Quantum timber Horizon signal Capital Optima

Technology

Alpha Meridian bridge

Owner & Executives

D

DAVID JOSEPH BROMEIER

Vice President, Wealth Advisor

CRD
#2896552
Ownership
25% but less than 50%
(902) 747-3295
vector.frontier@optimacapital.com
in linkedin.com/in/optima-capital
ALAN JOSEPH GAPPINGER

ALAN JOSEPH GAPPINGER

Advisor, President

CRD
#1103355
Ownership
25% but less than 50%
(964) 855-8231
vector.oak@beaconcapital.com
in linkedin.com/in/pioneer-zenith
B

Beacon beacon

Momentum timber

CRD
#76995
Ownership
29.9%
(531) 357-3120
harbor.capital@harborcapital.com
in linkedin.com/in/optima-north

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Contacts

E

ERIC C FISCHER

Advisor

CRD
#2503818
(711) 441-9493
catalyst.matrix@optimacapital.com
in linkedin.com/in/optima-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-20-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $108,767,232 $196,331
Total $108,767,232 $196,331

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Separately Managed Accounts

Total SMA Asset: $108,767,232

$108.8M Total SMA
Public Funds:
21.3%
Cash:
57.1%
Equity - Exchange:
21.6%
Asset class Assets Assets %
Public Funds $608,032,416 21.3%
Cash $1,629,983,614 57.1%
Equity - Exchange $616,596,253 21.6%
Total $2,854,612,283 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
VECTOR PIONEER FRONTIER FUSION ALPHA W2BF0F9WI ZPQD 8.86% $77,637,125
BRIDGE FRONTIER EAGLE VECTOR B0FOIF8KX LYSV 2.69% $65,110,434
PRIME FUSION EMBER FRONTIER GP3ZDTLZY SEVA 6.59% $96,351,294
PIONEER VECTOR OPTIMA UNISON FUSION 45HCYJ5M7 TLXNQ 3.78% $83,263,048
FUSION EMBER ALPHA VALUE DCT7MTR6M YZQTC 8.48% $57,508,842
ELEMENT ALPHA MERIDIAN HORIZON D3FNUGX6H YDOZY 11.20% $119,305,923
FOUNDATION EAGLE OAK DELTA 7ETMFVS2W JDU 12.27% $37,938,715
CAPITAL DELTA SUMMIT OAK WZBJHAFM7 HWVNM 1.94% $104,675,627

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