CRD: 127927
Hopwood Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2003
- Office Locations
- 1
Office Locations
About Hopwood Financial Services, Inc.
Hopwood Financial Services is an independent, fee-only RIA in Reston, VA providing fiduciary financial planning and discretionary investment management. The firm acts as a “financial quarterback,” coordinating planning with portfolio construction and risk-aware oversight. Portfolios primarily use public funds, including ETFs, alongside fixed income; custody includes Schwab and Fidelity/NFS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
HERBERT GLADSTONE HOPWOOD III
Chief Compliance Officer, President, Senior Advisor
- CRD
- #1605128
- Ownership
- 75% or more
KEVIN JAMES GALVIN
EXECUTIVE VICE PRESIDENT, Senior Advisor
- CRD
- #5578925
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MAX BOWEN KORTEGAST
Wealth Advisor
- CRD
- #6462548
PETER ALEXANDER RAMIG
Advisor
- CRD
- #6442948
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $750,255,685 | $702,487 |
| Non-Discretionary | $0 | -- |
| Total | $750,255,685 | $702,487 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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