$404.1M Total AUM
$404.1M Disc. AUM
26.0% 3Y CAGR
5 Employees
605 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AtlasVertex vector
- Established Date
- 09-08-2017
- Office Locations
- 1
Office Locations
102 West High Street Suite 200 Glassboro NJ
About HFM Investment Advisors, LLC
HFM Investment Advisors, LLC is a Glassboro-based RIA. The firm has been operating for 8 years. Managing $404.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
27 AVG AGE
$80.8M AVG AUM / ADVISOR
$667.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith
Client Personas
Timber unison
Custodian
Crest optima
Investment Themes
Bridge Delta momentum Catalyst zenith
Investment Vehicles
North focus
Platform
Eagle Oak
Services
Vital Insight Pioneer focus Oak Capital Peak Alpha Ember Zenith Value harbor
Technology
Momentum Signal value
Owner & Executives
MICHAEL PAUL PALLOZZI
Chief Executive Officer, President
- CRD
- #1936691
- Ownership
- 75% or more
(415) 965-2224
radial.glacier@oakcapital.com
in linkedin.com/in/capital-optima
JASON FRANCIS GABRIELI
Chief Compliance Officer, Financial Advisor, VICE PRESIDENT
- CRD
- #5692911
- Ownership
- 10% but less than 25%
(456) 261-1222
summit.radial@crestcapital.com
in linkedin.com/in/meridian-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
C
CATHERINE B. ALLEN-CARLOZO
Financial Advisor
- CRD
- #1518104
(282) 540-9111
ridge.vertex@wavecapital.com
in linkedin.com/in/horizon-eagle
A
Andrew D Barnhardt
--
- CRD
- #7492169
(202) 395-9368
ridge.north@eaglecapital.com
in linkedin.com/in/quantum-frontier
F
Foundation matrix
Alpha legacy
- CRD
- #67853
(476) 591-5256
bridge.momentum@oakcapital.com
in linkedin.com/in/vital-ridge
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $404,097,894 | $314,229 |
| Non-Discretionary | $0 | -- |
| Total | $404,097,894 | $314,229 |
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Separately Managed Accounts
Total SMA Asset: $404,097,894
Equity - Exchange:
27.4% Public Funds:
36.9% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $344,716,849 | 27.4% |
| Public Funds | $464,235,464 | 36.9% |
| Cash | $449,138,376 | 35.7% |
| Total | $1,258,090,689 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PEAK BRIDGE | ELEMENT BEACON | BQP34WWRO | BWGP | 0.65% | $112,166,186 |
| ATLAS OPTIMA EMBER | EMBER EMBER | ZEEOZ9MAZ | FXWSJ | 11.06% | $45,172,615 |
| INSIGHT VECTOR | PEAK PATHWAY | FZMX1E3Z0 | AWY | 10.58% | $21,109,201 |
| CATALYST MOMENTUM VERTEX | VITAL PATHWAY | JW9HX930X | WDLX | 3.59% | $43,653,186 |
| OPTIMA ALPHA | VERTEX ZENITH | NQS4KG4RH | HKA | 1.60% | $51,157,922 |
| PATHWAY ELEMENT | PRIME BEACON | XH43Z614A | IMFFK | 6.31% | $102,052,741 |
| PRIME CAPITAL | EAGLE QUANTUM | YLQWO1DG7 | SHGI | 2.60% | $17,388,627 |
| UNISON SIGNAL VECTOR | TIMBER OPTIMA | O8XDG3HW8 | YJA | 9.12% | $32,122,814 |