H
CRD: 333823
HFG Capital
Summerville, SC, 29483
8433003099
$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2025
- Office Locations
- 2
Office Locations
208 N Cedar Street #200 Summerville SC
-- Orange Park FL
About HFG Capital
HFG Capital is a Summerville-based RIA with 2 offices. The firm has been operating for 1 years. Managing $13.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$78.8K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vital oak Optima Meridian
Investment Themes
Vital prime Bridge
Investment Vehicles
Pioneer Zenith
Services
Foundation Pathway Summit north Radial legacy
Owner & Executives
KIMSEY ALLEN HOLLIFIELD
Chief Compliance Officer, Managing Member
- CRD
- #5851037
- Ownership
- 75% or more
(696) 868-8861
vital.horizon@bridgecapital.com
in linkedin.com/in/crest-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jeremy Craig Story
--
- CRD
- #7772742
(685) 222-7840
zenith.fusion@catalystcapital.com
in linkedin.com/in/vector-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,084,564 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,084,564 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,084,564
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,229,210,743 | 100.0% |
| Total | $5,229,210,743 | 100.0% |