# H Financial Management

> 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.

- CRD: 148209
- Filed as: H FINANCIAL MANAGEMENT
- Legal name: Hoge Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148209
- AdvisorCensus page: https://advisorcensus.com/firm/h-financial-management-canonsburg-pa-148209

## Quick answers

**How 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).

**How much does H Financial Management charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

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.

### Regulatory assets under management (Item 5.F)
- Total: $621,882,966
- Discretionary: $569,640,808
- Non-discretionary: $52,242,158

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 378 | $121,881,348 |
| High net worth individuals | 166 | $434,212,997 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $62,709,022 |
| Charitable organizations | 2 | $3,079,599 |

### 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MD, NC, NH, NY, OH, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hfinancialmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $373,527,023 | 5 | September 14, 2021 |
| October 2022 | $441,206,792 | 5 | June 23, 2022 |
| October 2023 | $388,083,814 | 5 | July 17, 2023 |
| October 2024 | $460,190,214 | 5 | September 16, 2024 |
| October 2025 | $533,769,756 | 6 | July 15, 2025 |
| October 2026 | $621,882,966 | 6 | September 11, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H Financial Management (CRD 148209): Form ADV filing data as of October 2026.