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Hughes Financial Group, LLC

Hughes Financial Group, LLC. CRD 168531

H

CRD: 168531

Hughes Financial Group, LLC

(419) 376-9385
$22.8M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
13 yrs Firm Age

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Firm Details

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 13 years. Managing $22.8M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company.

Reported data analysis

What the numbers show

Of the latest reported AUM, 91.9% is discretionary and 8.1% is non-discretionary.

The firm reports 1 advisory representatives and 46 clients, or 46 clients per representative. That equates to $496.4K in reported AUM per client.

The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

47 AVG AGE
$22.8M AVG AUM / ADVISOR
$496.4K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

BRIAN KENNETH HUGHES

BRIAN KENNETH HUGHES

Chief Compliance Officer, Owner, President

CRD
#3056177
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

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

SMA allocation detail is available

Hughes Financial Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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