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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2025
- Office Locations
- 2
Office Locations
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 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 166 clients, or 55.3 clients per representative. That equates to $78.8K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on September 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full HFG Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KIMSEY ALLEN HOLLIFIELD
Chief Compliance Officer, Managing Member
- CRD
- #5851037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
John Andrew Stewart
--
- CRD
- #8231230
Jeremy Craig Story
--
- CRD
- #7772742
Showing 2 of 3 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
HFG Capital has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.