# Hager Investment Management Services, LLC

> Hager Investment Management Services, LLC is an SEC-registered investment advisory firm in New London, NH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 117097
- Filed as: HAGER INVESTMENT MANAGEMENT SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New London, NH
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117097
- AdvisorCensus page: https://advisorcensus.com/firm/hager-investment-management-services-llc-new-london-nh-117097

## Quick answers

**How is Hager Investment Management Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hager Investment Management Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hager Investment Management Services, LLC located?**
Hager Investment Management Services, LLC's principal office is in New London, NH, according to its Form ADV.

**Is Hager Investment Management Services, LLC registered with the SEC or a state?**
Hager Investment Management Services, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 117097.

**How much does Hager Investment Management Services, LLC manage?**
Hager Investment Management Services, LLC reports $221,582,799 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (97% discretionary).

**How have Hager Investment Management Services, LLC's assets and staff changed since 2022?**
In the Form ADV data for Hager Investment Management Services, LLC: Regulatory assets under management: $116,875,996 in the October 2022 data and $221,582,799 in the October 2026 data, up 90%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hager Investment Management Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (68); charitable organizations (7).

**Which custodians does Hager Investment Management Services, LLC use?**
Hager Investment Management Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hager Investment Management Services, LLC 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/117097

**Does Hager Investment Management Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "HIMS requires a minimum household relationship of $500,000 to enter into an Advisory Agreement. However, HIMS retains the discretion to lower or waive said minimum."

**What changed in Hager Investment Management Services, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $189,406,085 to $221,582,799 (+17%).

## 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 January 28, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> HIMS requires a minimum household relationship of $500,000 to enter into an Advisory Agreement. However, HIMS retains the discretion to lower or waive said minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $221,582,799
- Discretionary: $214,438,295
- Non-discretionary: $7,144,504

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $39,200,808 |
| High net worth individuals | 68 | $171,538,165 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 7 | $10,843,826 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hagerinvestments.com](https://hagerinvestments.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $116,875,996 | 3 | August 23, 2022 |
| October 2023 | $104,360,426 | 3 | March 9, 2023 |
| October 2024 | $132,979,945 | 3 | February 29, 2024 |
| October 2025 | $189,406,085 | 3 | July 17, 2025 |
| October 2026 | $221,582,799 | 3 | January 28, 2026 |

Regulatory assets under management: $116,875,996 in the October 2022 data and $221,582,799 in the October 2026 data, up 90%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $189,406,085 to $221,582,799 (+17%).

### December 2025
- Registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hager Investment Management Services, LLC (CRD 117097): Form ADV filing data as of October 2026.