This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Insight matrix
- Established Date
- 11-28-2008
- Office Locations
- 2
Office Locations
About HFG Wealth Management, LLC
HFG Wealth Management is a Texas-based RIA providing family office-type wealth management for affluent individuals, families, and business owners nationwide. The firm combines tailored investment management with comprehensive financial and advanced planning focused on goals, values, and legacy/wealth transfer. Investment implementation centers on portfolio construction and asset allocation using ETFs and mutual funds, with annuities and alternative strategies as appropriate; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LARRY ARLEN HARVEY
Chairman Of The Board, Chief Executive Officer, Managing Member, President
- CRD
- #1483362
- Ownership
- 75% or more
Kathryn Louise Bates
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor Representative
- CRD
- #7301485
- Ownership
- Less than 5%
Oak signal
Frontier foundation
- CRD
- #93408
- Ownership
- 46.4%
Showing 2 of 3 owners & executives
Unlock allContacts
Kathryn Louise Bates
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor Representative
- CRD
- #7301485
Kevin Gregory Bruce
--
- CRD
- #4460048
Element horizon
Glacier matrix focus
- CRD
- #89432
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $505,616,927 | $338,885 |
| Non-Discretionary | $0 | -- |
| Total | $505,616,927 | $338,885 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $505,616,927
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,135,355,301 | 27.5% |
| Cash | $1,902,407,450 | 24.5% |
| Equity - Exchange | $1,770,403,668 | 22.8% |
| Other | $1,956,761,948 | 25.2% |
| Total | $7,764,928,367 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM MATRIX ALPHA | CATALYST BEACON | 9D00VZ3TQ | DMYB | 2.63% | $69,214,098 |
| GLACIER EMBER | OAK INSIGHT | 10ZVIBJ48 | PQJT | 4.72% | $111,739,708 |
| ALPHA ALPHA VALUE | PIONEER MERIDIAN | EKN4GAKC4 | RMQKY | 5.08% | $96,432,958 |
| PEAK SUMMIT RIDGE | PEAK VERTEX | J51DD4H60 | IJJP | 7.18% | $46,470,716 |
| CATALYST FOCUS FOUNDATION | VERTEX CAPITAL | NPI412N54 | FVUSO | 9.38% | $9,367,858 |
| SIGNAL WAVE | HORIZON CREST | 9UKYKGCNV | HFIB | 9.24% | $28,994,583 |
| PATHWAY QUANTUM ALPHA | MERIDIAN VALUE | IR8SLC9TE | NSANN | 3.34% | $53,015,561 |
| ATLAS MOMENTUM MOMENTUM | UNISON UNISON | 1TK5FN13T | MUVUX | 7.82% | $119,592,534 |