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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2015
- Office Locations
- 1
Office Locations
About Hughes Financial Services, LLC
Hughes Financial Services, LLC is an independent RIA founded in 2009 by Paul Hughes and Scott Hughes, delivering personalized financial and investment planning for individuals and families in or nearing retirement. The firm emphasizes objective, unbiased advice and shares ongoing education through webinars plus market and tax updates. Clients can access accounts via an online portal and Schwab Alliance (Schwab custodian).
Team overview
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Owner & Executives
DANIEL SCOTT HUGHES
Financial Advisor, General Partner, Managing Member
- CRD
- #2564983
- Ownership
- Less than 5%
PATRICK THOMAS HUGHES
Financial Advisor, General Partner, Managing Member
- CRD
- #6370393
- Ownership
- Less than 5%
Momentum crest
Horizon alpha quantum
- CRD
- #53994
- Ownership
- 48.4%
Showing 2 of 5 owners & executives
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Kristina Adrianna Fernandes
--
- CRD
- #8273565
Eleni Milligan
--
- CRD
- #8256053
Value element
Catalyst pioneer
- CRD
- #82252
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $747,720,752 | $27,693,361 |
| Non-Discretionary | $12,072,070 | $5,249 |
| Total | $759,792,822 | $326,512 |
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Separately Managed Accounts
Total SMA Asset: $759,792,822
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,544,725,238 | 26.9% |
| Equity - Exchange | $1,137,009,655 | 19.8% |
| Cash | $3,060,738,112 | 53.3% |
| Total | $5,742,473,005 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS SIGNAL MATRIX | PEAK LEGACY | Y0NNDEL4U | CPW | 8.06% | $115,010,026 |
| UNISON ZENITH | CREST HARBOR | T6S7MPN6C | TQSZB | 4.97% | $59,265,693 |
| MOMENTUM MOMENTUM | ATLAS RADIAL | JEW7RKZE3 | BPFBS | 4.42% | $46,759,246 |
| PATHWAY GLACIER UNISON | INSIGHT BEACON | YU4V7GXSQ | EQE | 8.39% | $31,261,443 |
| EAGLE MERIDIAN | PEAK EAGLE | IQD50NE97 | TWEZT | 1.70% | $71,930,989 |
| OPTIMA RADIAL ELEMENT | RIDGE ELEMENT | 25LJLP5HQ | NUTY | 11.92% | $98,715,493 |
| FOUNDATION OAK VITAL | CATALYST CREST | 54FB18IQ2 | PIKBO | 2.22% | $10,002,240 |
| DELTA OPTIMA QUANTUM | NORTH GLACIER | 9OECH1UA6 | EMQO | 5.01% | $9,333,231 |