AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh / H Financial Management
H Financial Management
Filed as H FINANCIAL MANAGEMENT · Legal name Hoge Financial Services, LLC
H Financial Management is an SEC-registered investment advisory firm in Canonsburg, PA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.
Quick answers
From the filingHow is H Financial Management compensated?
On its Form ADV (Item 5.E, October 2026), H Financial Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does H Financial Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $100,000: 1.25% a year; $100,001 to $250,000: 1.1% a year; $250,001 to $500,000: 0.9% a year; $500,001 to $1,000,000: 0.7% a year; Above $1,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is H Financial Management located?
H Financial Management's principal office is in Canonsburg, PA, according to its Form ADV.
Is H Financial Management registered with the SEC or a state?
H Financial Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148209.
How much does H Financial Management manage?
H Financial Management reports $621,882,966 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (92% discretionary).
How have H Financial Management's assets and staff changed since 2021?
In the Form ADV data for H Financial Management: Regulatory assets under management: $373,527,023 in the October 2021 data and $621,882,966 in the October 2026 data, up 66%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does H Financial Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (378); high net worth individuals (166); pension and profit sharing plans (but not the plan participants or government pension plans) (11).
Which custodians does H Financial Management use?
H Financial Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.
Does H Financial Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148209
Does H Financial Management state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "HFM generally recommends an aggregate relationship minimum of $750,000 to commence an investment management engagement." "HFM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive its fee entirely, accept a lower relationship minimum"
What changed in H Financial Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $533,769,756 to $621,882,966 (+17%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 1.25% |
| $100,001 to $250,000 | 1.1% |
| $250,001 to $500,000 | 0.9% |
| $500,001 to $1,000,000 | 0.7% |
| Above $1,000,001 | 0.5% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the following annual blended tiered fee schedule:
First $0 - $100,000 1.25% Next $100,001 - $250,000 1.10% Next $250,001 - $500,000 0.90% Next $500,001 - $1,000,000 0.70% Next $1,000,001 - Over 0.50%
Account minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
HFM generally recommends an aggregate relationship minimum of $750,000 to commence an investment management engagement.
HFM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive its fee entirely, accept a lower relationship minimum
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$621,882,966 as of October 2026, filing dated September 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Hoge Financial Services, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $621,882,966 | 6 | September 11, 2026 |
| October 2025 | $533,769,756 | 6 | July 15, 2025 |
| October 2024 | $460,190,214 | 5 | September 16, 2024 |
| October 2023 | $388,083,814 | 5 | July 17, 2023 |
| October 2022 | $441,206,792 | 5 | June 23, 2022 |
| October 2021 | $373,527,023 | 5 | September 14, 2021 |
Regulatory assets under management: $373,527,023 in the October 2021 data and $621,882,966 in the October 2026 data, up 66%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $533,769,756 to $621,882,966 (+17%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. H Financial Management (CRD 148209): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/h-financial-management-canonsburg-pa-148209