H
CRD: 168531
Hughes Financial Group, LLC
Perrysburg, OH, 43551
4193769385
$22.8M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
12 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2013
- Office Locations
- 1
Office Locations
7015 Lighthouse WAY Suite 500 Perrysburg OH
About Hughes Financial Group, LLC
Hughes Financial Group, LLC is a Perrysburg-based RIA. The firm has been operating for 12 years. Managing $22.8M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
47 AVG AGE
$22.8M AVG AUM / ADVISOR
$496.4K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Bridge ember Radial ridge
Investment Themes
Wave
Investment Vehicles
Horizon
Services
Eagle wave Capital Timber meridian Beacon element Insight
Owner & Executives
BRIAN KENNETH HUGHES
Chief Compliance Officer, Owner, President
- CRD
- #3056177
- Ownership
- 75% or more
(686) 267-8629
value.foundation@focuscapital.com
in linkedin.com/in/element-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,984,061 | -- |
| Non-Discretionary | $1,848,137 | -- |
| Total | $22,832,198 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,832,198
Equity - Exchange:
40.9% Equity - OTC:
17.9% Municipal Bonds:
20.5% Cash:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,086,250,701 | 40.9% |
| Equity - OTC | $1,350,706,297 | 17.9% |
| Municipal Bonds | $1,546,898,273 | 20.5% |
| Cash | $1,561,989,964 | 20.7% |
| Total | $7,545,845,235 | 100.0% |