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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1990
- Office Locations
- 2
Office Locations
About HFM Investment Advisors, Inc.
HFM Investment Advisors is a Newark, DE, owner-led RIA with 40+ years serving families and individuals. The firm provides financial planning, retirement planning, investment strategy, and ongoing portfolio management with a relationship-first approach. Portfolios emphasize asset allocation and risk management, commonly implemented with mutual funds and ETFs, and the practice supports accounts held at Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 14, 2025 and May 27, 2026, reported AUM increased 2.0%, from $483.6M to $493.1M.
Across 5 reported observations, AUM increased 2.7% between July 7, 2022 and May 27, 2026, from $480.1M to $493.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 220 clients, or 110 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 2 reported office locations and 36 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full HFM Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN LAURENCE HYDE
Chief Compliance Officer, Financial Planner, President
- CRD
- #254335
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL PAUL PALLOZZI
Chief Executive Officer, President
- CRD
- #1936691
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $493,085,991 | $837,158 |
| Non-Discretionary | $0 | -- |
| Total | $493,085,991 | $837,158 |
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Separately Managed Accounts
SMA allocation detail is available
HFM Investment Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.