CRD: 125129
HFG Advisors Inc.
Kalamazoo, MI, 49009
2693723229
$48.6M Total AUM
$39.0M Disc. AUM
-- 3Y CAGR
5 Employees
25 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2003
- Office Locations
- 1
Office Locations
5659 W. Michigan Ave. Kalamazoo MI
About HFG Advisors Inc.
HFG Advisors Inc. is a Kalamazoo-based RIA. The firm has been operating for 23 years. Managing $48.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$24.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
10.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Asset Classes
Eagle focus
Client Personas
Vector summit
Investment Themes
Vital Timber Capital
Investment Vehicles
Vertex radial Timber radial
Platform
Fusion
Services
Catalyst momentum Momentum peak Atlas horizon Radial prime Radial prime Quantum vector Zenith Unison
Owner & Executives
DANIEL LEE YOUNGS
Chief Compliance Officer, Managing Partner, President
- CRD
- #1076279
- Ownership
- 75% or more
(509) 759-4883
summit.atlas@timbercapital.com
in linkedin.com/in/legacy-oak
Showing 1 of 1 owners & executives
Unlock allContacts
JORDAN PAUL MARCHEWKA
--
- CRD
- #6853563
(622) 823-2415
focus.glacier@peakcapital.com
in linkedin.com/in/oak-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,997,177 | -- |
| Non-Discretionary | $9,592,713 | -- |
| Total | $48,589,890 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,589,890
Equity - Exchange:
10.9% Municipal Bonds:
27.4% Other:
7.8% Corporate - Investment Grade:
20.2% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,853,761 | 10.9% |
| Municipal Bonds | $1,409,852,574 | 27.4% |
| Other | $401,344,893 | 7.8% |
| Corporate - Investment Grade | $1,039,380,365 | 20.2% |
| Cash | $1,734,015,757 | 33.7% |
| Total | $5,145,447,350 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT SIGNAL VITAL | PATHWAY EAGLE | 9W5JD3Q8C | EVEK | 9.86% | $69,982,639 |
| ALPHA PRIME QUANTUM | ELEMENT EAGLE | CDERO04YO | VFFG | 7.12% | $59,460,847 |
| PATHWAY ZENITH | PRIME WAVE | 0WKQ2U4BT | TJJCC | 2.09% | $41,018,341 |
| SUMMIT PEAK | FOCUS MATRIX | AY7482V8S | ISI | 4.22% | $11,054,479 |
| WAVE VECTOR | CAPITAL CATALYST | U51FMY0IZ | OFND | 3.62% | $53,010,121 |
| FUSION DELTA QUANTUM | FUSION ELEMENT | WJ54UXVRI | JAB | 8.33% | $94,919,228 |
| ZENITH BRIDGE | BRIDGE HARBOR | VS5XZXHLI | LEMXI | 2.30% | $42,135,715 |
| OAK MERIDIAN | ALPHA FOCUS | MCI9CKZ31 | NUXTA | 1.40% | $55,654,758 |