H
$28.4M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-20-2021
- Office Locations
- 1
Office Locations
1790 Hughes Landing Blvd. Suite 400 THE Woodlands TX
About Hodos Wealth Group, LLC
Hodos Wealth Group, LLC is a retail-focused RIA in The Woodlands, TX providing financial and wealth planning, portfolio construction, and insurance, estate, and business-succession planning. Portfolios emphasize asset allocation using public funds, investment-grade fixed income, and ETFs. Custodied with Charles Schwab (also supports LPL).
Team overview
39 AVG AGE
$28.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier North north
Investment Themes
Value legacy
Investment Vehicles
Vector Vertex
Services
Element Foundation Timber foundation Delta Matrix Capital foundation North Radial timber
Owner & Executives
BRYAN GILBERT KELLY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4991358
- Ownership
- 75% or more
(604) 948-4815
harbor.oak@insightcapital.com
in linkedin.com/in/capital-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,144,323 | -- |
| Non-Discretionary | $1,243,821 | -- |
| Total | $28,388,144 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,388,144
Public Funds:
25.2% Corporate - Investment Grade:
26.2% Equity - Exchange:
12.0% U.S. Government/Agency:
25.1% Cash:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,541,207,489 | 25.2% |
| Corporate - Investment Grade | $1,602,366,517 | 26.2% |
| Equity - Exchange | $733,908,328 | 12.0% |
| U.S. Government/Agency | $1,535,091,586 | 25.1% |
| Cash | $703,328,815 | 11.5% |
| Total | $6,115,902,735 | 100.0% |