H
$113.4M Total AUM
$113.2M Disc. AUM
-22.0% 3Y CAGR
7 Employees
133 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VitalWave
- Established Date
- 01-13-2022
- Office Locations
- 3
Office Locations
8131 W. Grandridge Blvd Suite 1 Kennewick WA
-- -- --
-- Gilroy CA
About HFG Advisors, Inc.
HFG Advisors, Inc. is a Kennewick-based RIA with 3 offices. The firm has been operating for 4 years. Managing $113.4M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
51 AVG AGE
$22.7M AVG AUM / ADVISOR
$852.8K AVG AUM / CLIENT
3.5 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vital Vector fusion Zenith Crest Matrix beacon
Client Personas
Ember timber Element Pioneer
Custodian
Alpha Ember Bridge Vector Peak
Investment Themes
Delta signal Momentum Horizon Vector beacon Beacon Frontier delta
Investment Vehicles
Harbor frontier Capital crest
Platform
Focus insight
Services
Zenith unison Signal Beacon Optima pathway Vector vital Frontier capital Matrix Catalyst Atlas vector Focus Peak Vertex ember Vertex Radial value Value
Technology
Unison signal Zenith
Owner & Executives
WILLIAM TING HSIANG WANG
Managing Director, President
- CRD
- #5986075
- Ownership
- Less than 5%
(267) 519-4128
glacier.ridge@glaciercapital.com
in linkedin.com/in/north-focus
D
Drew Alan Westermeyer
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
(965) 777-1389
legacy.ridge@pioneercapital.com
in linkedin.com/in/frontier-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
C
Cody Alan Beaumont
Financial Advisor
- CRD
- #7620711
(616) 913-2875
vertex.vital@meridiancapital.com
in linkedin.com/in/capital-timber
L
Liliya Berezovskiy
Wealth Planner
- CRD
- --
(660) 230-9902
catalyst.pathway@deltacapital.com
in linkedin.com/in/alpha-north
C
Catalyst pathway
Ember glacier
- CRD
- #78781
(626) 842-1692
focus.momentum@matrixcapital.com
in linkedin.com/in/bridge-summit
Showing 2 of 24 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,175,443 | $316,133 |
| Non-Discretionary | $243,960 | $60,990 |
| Total | $113,419,403 | $313,313 |
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Separately Managed Accounts
Total SMA Asset: $113,419,403
Public Funds:
30.6% Equity - Exchange:
16.9% Cash:
32.4% U.S. Government/Agency:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $501,940,258 | 30.6% |
| Equity - Exchange | $277,215,371 | 16.9% |
| Cash | $531,466,156 | 32.4% |
| U.S. Government/Agency | $329,705,857 | 20.1% |
| Total | $1,640,327,642 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM DELTA ZENITH | QUANTUM CATALYST | WS5LTGFEK | MRS | 11.98% | $39,846,559 |
| HORIZON OPTIMA INSIGHT | PRIME OPTIMA | JU7BKXH4R | CHCJ | 9.50% | $14,398,525 |
| ALPHA TIMBER | SUMMIT MOMENTUM | Q345ZSVBV | HKT | 8.13% | $54,913,580 |
| FOCUS FUSION | ALPHA MATRIX | 4D62PL3UT | LJRX | 12.25% | $11,678,261 |
| CAPITAL HARBOR VITAL | VECTOR ELEMENT | 8DL2PSLZP | QFQIC | 1.07% | $63,892,462 |
| TIMBER VALUE MOMENTUM | ELEMENT CAPITAL | 6SI4OX3UX | NRGL | 6.05% | $20,096,865 |
| OPTIMA BEACON ATLAS | PRIME ELEMENT | VCXZS74GI | JHG | 6.03% | $39,026,093 |
| BEACON FRONTIER | OPTIMA BRIDGE | LHCLGR3AC | AOR | 6.22% | $61,510,127 |