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HFG Wealth Management, LLC

HFG Wealth Management, LLC. CRD 148406

HFG Wealth Management, LLC logo

CRD: 148406

HFG Wealth Management, LLC

THE Woodlands, TX, 77380
8325850110
$505.6M Total AUM
$505.6M Disc. AUM
-1.1% 3Y CAGR
6 Employees
442 ADV. Clients
17 yrs Firm Age

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Firm 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

1790 Hughes Landing Blvd Suite 575 THE Woodlands TX
-- -- --

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

59 AVG AGE
$84.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
17yrs Firm Age

Insights

See the complete signal summary connected to eagle.
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Asset Classes

Optima signal Insight glacier Beacon prime Oak

Client Personas

Beacon Summit glacier

Custodian

Optima foundation Glacier Timber Pioneer harbor

Investment Themes

Value Crest prime

Investment Vehicles

Catalyst Vector

Platform

Glacier beacon

Services

Vital quantum Peak Matrix foundation Vertex ember Timber glacier Foundation signal Catalyst optima North

Technology

Meridian ridge

Owner & Executives

LARRY ARLEN HARVEY

LARRY ARLEN HARVEY

Chairman Of The Board, Chief Executive Officer, Managing Member, President

CRD
#1483362
Ownership
75% or more
(745) 216-6226
north.radial@ridgecapital.com
in linkedin.com/in/beacon-beacon
Kathryn Louise Bates

Kathryn Louise Bates

Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor Representative

CRD
#7301485
Ownership
Less than 5%
(987) 573-6866
ember.eagle@fusioncapital.com
in linkedin.com/in/pioneer-eagle
O

Oak signal

Frontier foundation

CRD
#93408
Ownership
46.4%
(638) 278-7565
eagle.quantum@pioneercapital.com
in linkedin.com/in/momentum-prime

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Contacts

Kathryn Louise Bates

Kathryn Louise Bates

Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor Representative

CRD
#7301485
(960) 981-4563
element.signal@meridiancapital.com
in linkedin.com/in/vertex-element
Kevin Gregory Bruce

Kevin Gregory Bruce

--

CRD
#4460048
(919) 848-3536
glacier.north@primecapital.com
in linkedin.com/in/legacy-signal
E

Element horizon

Glacier matrix focus

CRD
#89432
(844) 935-1642
catalyst.insight@harborcapital.com
in linkedin.com/in/meridian-insight

Showing 2 of 9 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-11-2022
11-28-2023
09-10-2024
11-25-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $505,616,927 $338,885
Non-Discretionary $0 --
Total $505,616,927 $338,885

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Separately Managed Accounts

Total SMA Asset: $505,616,927

$505.6M Total SMA
Public Funds:
27.5%
Cash:
24.5%
Equity - Exchange:
22.8%
Other:
25.2%
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

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