CRD: 173614
Hughes & Company Investment Advisory, LLC
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2014
- Office Locations
- 1
Office Locations
-- Marietta GA
About Hughes & Company Investment Advisory, LLC
Hughes & Company Investment Advisory is a Marietta, GA RIA founded by Derek Hughes focused on helping individuals—especially entrepreneurs—reach personal goals through comprehensive financial planning and ongoing portfolio management. The practice emphasizes asset allocation, risk management, and active portfolio construction, primarily implemented with ETFs, and custody through Betterment Securities.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$174.7K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEREK W HUGHES
Owner
- CRD
- #6226617
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,397,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,397,977 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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