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HWA Financial Group

HWA Financial Group. CRD 120745

HWA Financial Group logo

CRD: 120745

HWA Financial Group

Ellicott City, MD, 21043
4106964025
www.hwafinancialgroup.com
$295.3M Total AUM
$267.1M Disc. AUM
-- 3Y CAGR
4 Employees
181 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · Merrill Lynch
Clients
Retail and Institutional
Platforms
Peak alphaFrontier
Established Date
09-07-1999
Office Locations
1

Office Locations

3448 Ellicott Center Drive Suite 101 Ellicott City MD

About HWA Financial Group

HWA Financial Group is a Maryland-based advisory firm providing objective wealth and financial planning for individuals, families, nonprofits, executives/professionals, business owners, and emerging leaders. The team brings 50+ years of combined experience and builds portfolios using public funds and ETFs alongside broader planning (tax, estate, retirement and insurance). Custody includes Charles Schwab.

Team overview

51 AVG AGE
$98.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Momentum Focus fusion Glacier Glacier insight Value pathway

Client Personas

Vector momentum

Custodian

Vector Pathway Radial unison Horizon vital Ridge Focus alpha

Investment Themes

Meridian foundation Value vital Catalyst Timber

Investment Vehicles

Timber Matrix

Platform

Prime Zenith

Services

Meridian Vector bridge Glacier Oak Legacy Frontier Prime radial Element Atlas

Technology

Insight north Focus frontier

Owner & Executives

P

PHILIP E HUBER JR

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2998076
Ownership
75% or more
(248) 203-3214
optima.pioneer@wavecapital.com
in linkedin.com/in/atlas-atlas
JOSEPH R GELD

JOSEPH R GELD

Advisor, Financial Advisor, Financial Planner

CRD
#6492641
Ownership
10% but less than 25%
(880) 961-9924
fusion.north@vitalcapital.com
in linkedin.com/in/signal-crest

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Contacts

DANIEL SPENCER PEREIRA

DANIEL SPENCER PEREIRA

--

CRD
#6265851
(640) 866-1920
harbor.alpha@matrixcapital.com
in linkedin.com/in/focus-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
11-29-2023
03-28-2024
04-16-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $267,113,334 $470,270
Non-Discretionary $28,200,400 $3,133,378
Total $295,313,734 $511,809

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Separately Managed Accounts

Total SMA Asset: $295,313,734

$295.3M Total SMA
Public Funds:
8.2%
Equity - Exchange:
23.0%
Cash:
25.1%
Corporate - Non-Investment Grade:
32.5%
U.S. Government/Agency:
11.2%
Asset class Assets Assets %
Public Funds $92,277,406 8.2%
Equity - Exchange $258,826,872 23.0%
Cash $282,458,890 25.1%
Corporate - Non-Investment Grade $365,733,623 32.5%
U.S. Government/Agency $126,037,434 11.2%
Total $1,125,334,225 100.0%

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