{
  "crd_number": 282027,
  "slug": "hackman-financial-group-cincinnati-oh-282027",
  "primary_business_name": "HACKMAN FINANCIAL GROUP",
  "legal_name": "HFG ADVISORS, INC.",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-01",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 426724964.0,
  "raum_discretionary": 346738403.0,
  "raum_non_discretionary": 79986561.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1503212.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 70199777.0,
      "count": 471
    },
    "pension_profit_sharing": {
      "raum": 4287103.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 340311783.0,
      "count": 196
    },
    "corporations_other_businesses": {
      "raum": 10423089.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "IN",
    "KY",
    "NH",
    "OH",
    "SC",
    "TX"
  ],
  "websites": [
    "https://hackmanfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282027",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027",
  "display_name": "Hackman Financial Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Hackman Financial Group (CRD 282027): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Hackman Financial Group compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Hackman Financial Group located?",
      "a": "Hackman Financial Group's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Hackman Financial Group registered with the SEC or a state?",
      "a": "Hackman Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 282027."
    },
    {
      "q": "How much does Hackman Financial Group manage?",
      "a": "Hackman Financial Group reports $426,724,964 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (81% discretionary)."
    },
    {
      "q": "How have Hackman Financial Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hackman Financial Group serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Hackman Financial Group use?",
      "a": "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."
    },
    {
      "q": "Does Hackman Financial Group report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Hackman Financial Group state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Hackman Financial Group's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210338000.0,
      "total_employees": 8,
      "filing_date": "2021-02-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 278156420.0,
      "total_employees": 9,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 234810784.0,
      "total_employees": 10,
      "filing_date": "2023-05-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 271808870.0,
      "total_employees": 10,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 305336158.0,
      "total_employees": 10,
      "filing_date": "2025-02-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 426724964.0,
      "total_employees": 9,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $336,535,902 to $426,724,964 (+27%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $305,336,158 to $336,535,902 (+10%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 14, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Hackman Financial Group generally does not impose a minimum account size for establishing a relationship, however certain Independent Managers may impose a minimum fee."
        ]
      }
    ],
    "quotes": [
      "Hackman Financial Group generally does not impose a minimum account size for establishing a relationship, however certain Independent Managers may impose a minimum fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 471,
      "fewer_than_5": false,
      "raum": 70199777.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 196,
      "fewer_than_5": false,
      "raum": 340311783.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4287103.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1503212.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 10423089.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282027",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}