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- Custodian
- Charles Schwab & Company ยท Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Ridge beacon
- Established Date
- 02-06-1989
- Office Locations
- 2
Office Locations
About HFM Wealth Management
HFM Wealth Management (Hartford Financial Management, Inc.) is a Connecticut-based RIA founded in 1989, delivering fiduciary investment management and financial planning for retail and institutional clients. The firm builds portfolios using ETFs and mutual funds with allocations across public equity and fixed income (including municipal and U.S. government/agency bonds). Supports planning needs such as retirement and estate planning and insurance, and custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RAFAEL DARIO QUIROS
Owner, President
- CRD
- #369607
- Ownership
- 75% or more
ANN EUGENIE COHEN
Chief Compliance Officer, MANAGING DIRECTOR, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Ridge vertex
Insight ember
- CRD
- #85027
- Ownership
- 24.5%
Showing 2 of 3 owners & executives
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ERIC BRUCE ANDERSON
Director
- CRD
- #2813282
Jeremy Daniel Garskof
--
- CRD
- #8049077
Alpha atlas
Alpha oak eagle
- CRD
- #52464
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $697,651,541 | $3,791,584 |
| Non-Discretionary | $1,953,102 | $1,953,102 |
| Total | $699,604,643 | $3,781,647 |
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Separately Managed Accounts
Total SMA Asset: $699,604,643
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $311,551,405 | 12.8% |
| Equity - Exchange | $477,063,088 | 19.6% |
| Municipal Bonds | $124,133,763 | 5.1% |
| Other | $124,133,763 | 5.1% |
| U.S. Government/Agency | $404,043,228 | 16.6% |
| Cash | $494,101,056 | 20.3% |
| Corporate - Investment Grade | $498,969,045 | 20.5% |
| Total | $2,433,995,348 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VERTEX | VITAL INSIGHT | 026HCAT9K | ZKNUP | 10.76% | $95,835,081 |
| CATALYST FUSION | FUSION OAK | WCBHQ49ME | UGC | 10.05% | $95,126,061 |
| MOMENTUM WAVE HARBOR | TIMBER ALPHA | 2GLJAJLQJ | AFC | 5.12% | $95,328,002 |
| BEACON VERTEX QUANTUM | VECTOR QUANTUM | B79QKJ9PP | ZNCV | 10.65% | $92,267,974 |
| CAPITAL ATLAS | BEACON PRIME | 28Q9T69VK | CDUBO | 12.03% | $101,096,370 |
| ELEMENT MERIDIAN | NORTH DELTA | 1D0GPF540 | XEE | 6.46% | $90,447,386 |
| SUMMIT PEAK | HARBOR GLACIER | 217O4USN4 | TSDC | 3.43% | $64,842,405 |
| CREST INSIGHT GLACIER | ATLAS CAPITAL | BH1L301VV | FZGE | 10.46% | $76,587,519 |