$43.8M Total AUM
$206.1K Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-22-2012
- Office Locations
- 1
Office Locations
14321 Winter Breeze DR Suite 184 Midlothian VA
About Hussmen Financial
Hussmen Financial is a Richmond-area, fee-only RIA led by CFP professional Jonathan Huss, providing collaborative financial planning alongside tax preparation, retirement income planning, debt strategy, and estate/education planning. Serves clients across financial backgrounds with no minimum account requirement. Investment management is primarily ETF-based, with custody including Charles Schwab.
Team overview
35 AVG AGE
$43.8M AVG AUM / ADVISOR
$568.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Jonathan McDaniel Huss
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7380590
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,149 | $54,339 |
| Non-Discretionary | $43,564,711 | $8,770,740 |
| Total | $43,770,860 | $635,433 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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