# Hackman Financial Group

> 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.

- CRD: 282027
- Filed as: HACKMAN FINANCIAL GROUP
- Legal name: HFG Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282027
- AdvisorCensus page: https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027

## Quick answers

**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

### 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 April 14, 2026)

- Account minimum: None

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $426,724,964
- Discretionary: $346,738,403
- Non-discretionary: $79,986,561

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, IN, KY, NH, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,338,000 | 8 | February 18, 2021 |
| October 2022 | $278,156,420 | 9 | February 14, 2022 |
| October 2023 | $234,810,784 | 10 | May 25, 2023 |
| October 2024 | $271,808,870 | 10 | January 31, 2024 |
| October 2025 | $305,336,158 | 10 | February 3, 2025 |
| October 2026 | $426,724,964 | 9 | August 4, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in TX.

### May 2026
- Regulatory assets under management went from $336,535,902 to $426,724,964 (+27%).

### 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%).

### December 2025
- Registered or notice-filed in NH, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hackman Financial Group (CRD 282027): Form ADV filing data as of October 2026.