CRD: 116670
Houlihan Financial Resource Group, Ltd.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Horizon catalystRadial summit
- Established Date
- 04-09-2002
- Office Locations
- 2
Office Locations
About Houlihan Financial Resource Group, Ltd.
Houlihan Financial Resource Group is an independent, fee-only fiduciary financial planning and investment management firm serving families, small business owners, and other professionals in the Washington, D.C. area and nationwide. The team supports clients from wealth accumulation through retirement with holistic planning, portfolio analysis, and ongoing monitoring/rebalancing, often implementing diversified ETF and mutual fund portfolios with transparent reporting. CEO Patricia Houlihan chairs The Committee for the Fiduciary Standard.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
PATRICIA POWELL HOULIHAN
Financial Advisor, General Partner, President
- CRD
- #1300173
- Ownership
- 50% but less than 75%
RYAN P HOULIHAN
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #3237453
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CARLTON LEE FITCH
Advisor
- CRD
- #5604966
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,188,973 | $633,314 |
| Non-Discretionary | $0 | -- |
| Total | $357,188,973 | $633,314 |
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Separately Managed Accounts
Total SMA Asset: $357,188,973
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $872,816,408 | 33.6% |
| Public Funds | $579,279,937 | 22.3% |
| Cash | $1,145,571,536 | 44.1% |
| Total | $2,597,667,881 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CREST MATRIX | ELEMENT UNISON | 11BF89M21 | YBQ | 5.27% | $66,884,190 |
| MATRIX GLACIER ALPHA | UNISON FOCUS | NIG5GW62Q | ZKJ | 9.67% | $30,299,175 |
| MATRIX MOMENTUM | INSIGHT CAPITAL | TK7Q9EGCY | LGL | 5.79% | $50,760,962 |
| HORIZON CATALYST CATALYST | FOUNDATION ATLAS | 4MFE1J51L | JOGT | 6.48% | $43,891,107 |
| PATHWAY RADIAL | HORIZON RADIAL | 1TSG29973 | BZFO | 10.43% | $68,612,645 |
| EAGLE BRIDGE SUMMIT | HORIZON FOCUS | AU1RXEUZW | XZABC | 11.20% | $67,759,819 |
| CATALYST PIONEER NORTH | SUMMIT FOUNDATION | WRFW801YK | ZIGBO | 9.09% | $83,459,831 |
| MATRIX ATLAS EMBER | SIGNAL EAGLE | 19CT8OP7K | WSLIB | 6.55% | $101,586,559 |