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Hackman Financial Group

Cincinnati, OHSEC-registered investment adviserCRD 282027

Filed as HACKMAN FINANCIAL GROUP · Legal name HFG Advisors, Inc.

Hackman Financial Group is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

9 years
registered since 2017
$426,724,964
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hackman Financial Group compensated?

On its Form ADV (Item 5.E, October 2026), Hackman Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Hackman Financial Group located?

Hackman Financial Group's principal office is in Cincinnati, OH, according to its Form ADV.

Is Hackman Financial Group registered with the SEC or a state?

Hackman Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 282027.

How much does Hackman Financial Group manage?

Hackman Financial Group reports $426,724,964 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (81% discretionary).

How have Hackman Financial Group's assets and staff changed since 2021?

In the Form ADV data for Hackman Financial Group: Regulatory assets under management: $210,338,000 in the October 2021 data and $426,724,964 in the October 2026 data, up 103%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Hackman Financial Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (471); high net worth individuals (196); corporations or other businesses not listed above (8).

Which custodians does Hackman Financial Group use?

Hackman Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

Does Hackman Financial Group 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/282027

Does Hackman Financial Group state an account minimum?

Its Form ADV Part 2A brochure dated April 14, 2026 says: "Hackman Financial Group generally does not impose a minimum account size for establishing a relationship, however certain Independent Managers may impose a minimum fee."

What changed in Hackman Financial Group's recent Form ADV filings?

In the September 2026 filing data: Registered or notice-filed in TX.

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

Account minimum: None

The brochure's wording
Hackman Financial Group generally does not impose a minimum account size for establishing a relationship, however certain Independent Managers may impose a minimum fee.

As stated in the firm's Form ADV Part 2A brochure dated April 14, 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
$426,724,964

$426,724,964 as of October 2026, filing dated August 4, 2026.

Discretionary: $346,738,403.Non-discretionary: $79,986,561.

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.D
Individuals (other than high net worth individuals)
Clients 471 Assets $70,199,777 (16%)
High net worth individuals
Clients 196 Assets $340,311,783 (80%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $4,287,103 (1%)
Charitable organizations
Clients Fewer than 5 Assets $1,503,212 (0%)
Corporations or other businesses not listed above
Clients 8 Assets $10,423,089 (2%)

A 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
HFG Advisors, Inc.
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 9. Performing investment advisory functions: 6.
Wrap fee program participation
Yes.
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
8 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$210M 2021 $278M 2022 $235M 2023 $272M 2024 $305M 2025 $427M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$426,724,9649August 4, 2026
October 2025$305,336,15810February 3, 2025
October 2024$271,808,87010January 31, 2024
October 2023$234,810,78410May 25, 2023
October 2022$278,156,4209February 14, 2022
October 2021$210,338,0008February 18, 2021

Regulatory assets under management: $210,338,000 in the October 2021 data and $426,724,964 in the October 2026 data, up 103%.

Total employees: 8 in October 2021 and 9 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
  1. September 2026
    • Registered or notice-filed in TX.
  2. May 2026
    • Regulatory assets under management went from $336,535,902 to $426,724,964 (+27%).
  3. March 2026
    • Employees performing advisory functions went from 5 to 6.
    • Regulatory assets under management went from $305,336,158 to $336,535,902 (+10%).
  4. December 2025
    • Registered or notice-filed in NH, SC.

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.I
hackmanfinancial.com

Source: 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. Hackman Financial Group (CRD 282027): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027